For over 25 years, Bill has helped financial professionals move from incremental growth to exponential growth by communicating more compelling value and multiplying their best clients.
Thousands of financial advisors are using Bill’s Relationship Marketing System™ to enhance client engagement, create more effective personal introductions, and communicate more relevant and compelling value.
Before starting his current business, Bill built and sold two successful book publishing companies. Bill is also the founding member and leader of the Million Dollar Speakers Group. In 2010, Bill was inducted into the prestigious Professional Speakers Hall of Fame (with such members as Ronald Reagan and Colin Powell).
A highly sought-after international speaker, Bill Cates has spoken for the Million Dollar Round Table six times, including the main platform in the United States, Korea, Malaysia, Australia, and India.
Bill is currently coaching some of our industries highest performing advisors. Bill helped one of his clients go from $300M in AUM to over $1B in AUM in 7 years.
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 Arctic Circle… and Bill has toured the country as the drummer in a rock and roll band.
Learn More:
https://referralcoach.com/
https://referralcoach.com/top-advisor-podcast-bill-cates/
https:/www.RadicalRelevanceBook.com
Mike Saunders, MBA
Recent episodes from Mike Saunders, MBA (see all)
- Interview with Jay Forgione Owner of Summit Retirement Solutions Discussing Retirement Planners vs Traditional Wealth Management Firms - September 18, 2024
- Interview with Jim Phillips, SVP – Managing Director of BRB Wealth Discussing Guaranteed Income - September 18, 2024
- Interview with Luke Harrison with Olin & Associates, Discussing Niche Markets - September 17, 2024
