Back to Global Certified Speaking Professionals (CSPs®)
NSA Member
NSA Designations
Bill Cates
Referral Coach International
Contact information may be available to logged in members.
Professional Bio
Some financial advisors refer to Bill Cates, CSP, CPAE, as The G.O.A.T. of Relationship Marketing. Others call him the O.G. This is because for over 30 years he has helped thousands of advisors cut through the clutter, build reputations in their niche, and communicate value that resonates – and gets results.
Bill is the author of 8 books, including: Get More Referrals Now, Beyond Referrals, Radical Relevance, The Language of Referrals and his brand new book… The Hidden Heist: Stop Robbing Yourself of Lasting Wealth – An Irresistible Tale of Financial Redemption (www.TheHiddenHeist.com)
Bill is the founder of The Cates Academy for Relationship Marketing™, as well as the host of the acclaimed Top Advisor Podcast (TopAdvisorPodcast.com) – now ranked in the Top 3% of podcasts worldwide.
Bill Cates’ client-acquisition system has been featured in Success Magazine, Entrepreneur Magazine, and The Wall Street Journal. His own success has been featured in Money Magazine.
In 2024, Bill was named the #7 Influencer for Financial Advisors in a survey by Indigo Marketing
Bill was inducted into the Professional Speakers Hall of Fame in 2010 (with the likes of Ronald Regan and General Colin Powell). So, you can expect an engaging, relevant, and high-content session with a little bit of fun.
Bill is also somewhat of an adventurer. He has trekked through the Himalayas of Nepal and the Andes of Peru. He has lived on a houseboat in Kashmir India, climbed Machu Pichu, reached the summit of Mt. Kilimanjaro, camped in the Arctic Circle, cycled through Vietnam… and Bill has toured the country as the drummer in a rock and roll band.
The most important thing for you to know is that thousands of financial professionals are using Bill’s system to attract a steady flow of Right-Fit Clients™. It’s working for them, and it will work for you, too!
Bill is the author of 8 books, including: Get More Referrals Now, Beyond Referrals, Radical Relevance, The Language of Referrals and his brand new book… The Hidden Heist: Stop Robbing Yourself of Lasting Wealth – An Irresistible Tale of Financial Redemption (www.TheHiddenHeist.com)
Bill is the founder of The Cates Academy for Relationship Marketing™, as well as the host of the acclaimed Top Advisor Podcast (TopAdvisorPodcast.com) – now ranked in the Top 3% of podcasts worldwide.
Bill Cates’ client-acquisition system has been featured in Success Magazine, Entrepreneur Magazine, and The Wall Street Journal. His own success has been featured in Money Magazine.
In 2024, Bill was named the #7 Influencer for Financial Advisors in a survey by Indigo Marketing
Bill was inducted into the Professional Speakers Hall of Fame in 2010 (with the likes of Ronald Regan and General Colin Powell). So, you can expect an engaging, relevant, and high-content session with a little bit of fun.
Bill is also somewhat of an adventurer. He has trekked through the Himalayas of Nepal and the Andes of Peru. He has lived on a houseboat in Kashmir India, climbed Machu Pichu, reached the summit of Mt. Kilimanjaro, camped in the Arctic Circle, cycled through Vietnam… and Bill has toured the country as the drummer in a rock and roll band.
The most important thing for you to know is that thousands of financial professionals are using Bill’s system to attract a steady flow of Right-Fit Clients™. It’s working for them, and it will work for you, too!
Business
Referral Coach International
Referral Coach International
NSA Member
NSA Designations
CSP, CPAE, MDSG
Expertise
Business, Sales
YouTube