Welcome Ameriprise Advisors!
Here are 4 short videos from Bill Cates designed with one purpose in mind -- to help you multiply your best clients.
VIDEO #1 of 4
“Once we made the commitment to build a culture of client acquisition through referrals, we knew we had to bring in Bill Cates. Using a combination of Bill’s video training, group coaching, and one-on-one coaching, our advisors have gained the mindset, skills, and confidence necessary to multiply our best clients. We are generating more new in-segment clients from referrals than ever before and are well on our way to establishing the right culture to support sustained results.”
Jon Kuttin
Private Wealth Advisor & CEO of Kuttin Wealth Management
VIDEO #2 of 4
“As a result of Bill’s coaching, I have brought in $12.7 million in new assets. That’s $170,000 of recurring annual income due to using Bill’s techniques.”
Erin Gay
Founder & CEO, Legacy Financial (Annapolis, MD)
VIDEO #3 of 4
VIDEO #4 of 4
How to Work With Us
Programs for Individuals
Attract more ideal clients without increasing your marketing budget.
Video-Based Training
1:1 Coaching
Team Coaching
Programs for Corporations
Equip your advisors/reps with a results-producing process.
Video-Based Training
Live Workshops
Consulting
Hire Bill to Speak
Dynamic and engaging keynotes, workshops & training events designed to inspire action.
*** Available for in-person events, as well as virtual training ***
Start a Conversation with Bill
Questions? Ready to move forward?
Give us a call at 301.497.2200 or fill out the form below.
