Schedule a Call With Me to Discuss Your FREE Referral 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 COMPLIMENTARY Referral Clinic

“Bill Cates completely revolutionized the thought patterns of our reps. This took us to the #1 production agency in the company.”

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Bruce Davison
President / CEO at Strategic Financial Concepts

Topics We Can Cover in Your FREE Coaching Session

  • Getting unsolicited referrals
  • Asking for introductions without pushing
  • Securing solid introductions
  • Getting “referred up” ideal prospects
  • Turning clients into advocates
  • Communication compelling value       
  • Productive CPA and attorney relationships
  • Creating a reputation in a target market
Schedule a Call with Me to Discuss Your COMPLIMENTARY Referral Clinic

Listen to What Your Peers are Saying About Us

 
 
 

“Using Bill’s process, we produced a 20% lift in revenue across our team. The results are amazing – they pay for themselves."

Trey Taylor, J.D.
CEO, Taylor Insurance Services

“Bill rocked the program, giving our advisors the tools they need to  grow their business, retain their clients, and increase their income.”

Kim Stein
Senior VP, Michigan Financial Companies

“We’ve been using Bill’s video training in our firm for the better part of 15 years, with phenomenal results in terms of growing our advisors’ practices.”

Michael Schmitz 
CEO, Secure Futures

Other 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.

Learn More

Virtual Sessions + Coaching

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

Learn More

In-Person Speaking

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

Learn More

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.