Schedule a Call With Me to Discuss Your FREE Client Acquisition Clinic

Terri, I’d like to offer your firm a complimentary Referral Clinic to help your agents attract more Right-Fit Clients.


Here’s a 34-second video I recorded just for you.

 
Schedule a Call with Me to Discuss Your FREE Client Acquisition Clinic

“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.”

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Erin Gay
Founder & CEO, Legacy Financial (Annapolis, MD)

What Your Peers are Saying About Our Proven & Efficient System

 
 
 

“Using Bill’s process, we produced a 20% lift in revenue across our team. The results are amazing – they pay for themselves. You can't be any happier than that."

Trey Taylor, J.D.
CEO, Taylor Insurance Services
(Valdosta, GA)

“Bill did a fantastic job working with myself and my team… We’ve gotten more referrals in the last 3 months than in the last 3-5 years.”

Charlie Epstein
President, Epstein Financial Group
(East Longmeadow, MA)

“Bill Cates worked with us to develop and clarity and communicate our value proposition, and develop a unified message as a group.”

Erin Gay
Founder & CEO, Legacy Financial
(Annapolis, MD)

Ways to Work With Us

The Cates Academy™

Our comprehensive and flexible online video-training program will help your reps build a thriving referral-based business.

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Virtual Sessions + Coaching

High-content, interactive, and engaging sessions designed to reinvigorate your team and drive results.

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In-Person Speaking

Dynamic and engaging keynotes, workshops and training events customized for your team and designed to inspire action. 

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Schedule a Call with Me to Discuss Your FREE Referral Clinic


Let’s strategize how we can make this complimentary virtual referral clinic most worthwhile for you and your reps. Give us a call at 301.497.2200 or fill out the form below.