InsuranceWebX Mentor Center

Top Leadership Speakers

Mentor Category: Coach
Bill Cates Headshot

Bill Cates

Bill Cates, CSP, CPAE, is widely recognized as the financial services foremost expert in how to build a thriving referral-based business. His books, Get More Referrals Now! and Dont Keep Me a Secret! have revolutionized the way financial professionals are acquiring more and better clients through referrals. And his latest book, Beyond Referrals, is a groundbreaking next step in client acquisition strategies. Bill is the president of Referral Coach International and the creator of The Referral Advantage Program and The Referral Champions System. Bills client-acquisition system has been featured in such publications as Success Magazine, Entrepreneur Magazine, Selling Power, the Huffington Post and The Wall Street Journal. Bill has spoken at the prestigious Million Dollar Round Table 6 times, including the main platform in the US, Korea, Malaysia, Australia, and India. Thousands of financial professionals are using Bills Referral Advantage Marketing System to build their businesses with quality referrals and personal introductions.
Specialties: Sales Psychology, Practice Management and Business Owners