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FREE Resources from Bill Cates

 
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E-GUIDES
SCRIPTS
AUDIO + PODCASTS
VIDEOS

E-Guides

Stop wasting your time chasing after prospects that don't fit your business! Download now and learn how to identify, attract & convert more Right-Fit Clients™.

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Download this free eGuide to uncover the secret to Bill Cates' most effective strategy for maximizing engagement and generating unsolicited referrals.

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Sick of wasting your time on social media? Download Bill's checklist of action items to start generating introductions & producing real results with LinkedIn®.

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Download this free eGuide to learn how to ask high-value questions that will help your prospects and clients gain clarity, and compel them to take action.

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"Every time I use Cates' VIPS Method™, it works. The other day, I was with some of my top clients and started with the Value Discussion. Next thing I knew, they were going through their phones to find people to introduce me to. It's simple and effective!"

Adam Simon
Financial Advisor/Owner (Louisville, KY)

Scripts & Word Tracks

Tired of your emails going unanswered? Download now to learn exactly what to do (and say) to craft an email introduction that produces quick results.

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In this free scripts report, Bill Cates provides wordtracks, examples and tips for maximizing engagement by crafting your authentic Client-Focused Why.

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Click below to learn exactly what to say when implementing Bill's proven V.I.P.S. Method™ for asking for referrals without feeling needy or desperate.

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Don't allow unspoken concerns to prevent referrals! Download these free scripts to learn how to instill confidence that you will handle referrals with care.

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"Nobody understands and teaches the referral process like Cates. We've used him for live training, video-based training, and when we need a refresher, we schedule him for a coaching call or webinar. Without a doubt, Bill's referral system is the gold standard in the financial industry."

Georgette Gellar
Executive Vice President (New York, NY)

Videos

"We are seeing tremendous results after implementing Bill Cates' system. Referral sales are up 400% in just one year."

Jerry Baker
Vice President (Decatur, AL)

Audio & Podcasts

Click to learn more & register for Bill's webinars. Make sure you sign-up for Bill's weekly tips to be notified of upcoming events!

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Check out Bill's weekly blog, jam-packed with articles and content to help you achieve exponential growth in your business.

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Subscribe to our YouTube channel to keep up to date with our latest video content, and be notified when new videos are added. 

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How to Work with Us

Ready to take the next step? You can learn our processes and systems through a variety of methods: speeches, workshops, online learning, books, coaching and consulting. Not sure what’s best for you? Reach out to us and we’ll help you make an educated decision that’s in your best interest.

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Other FREE Resources

Blog

Check out Bill's weekly blog, jam-packed with articles and content to help you achieve exponential growth in your business.

CHECK OUT THE BLOG

Webinars

Click to learn more & register for Bill's webinars. Make sure you sign-up for Bill's weekly tips to be notified of upcoming events!

LEARN MORE

YouTube

Subscribe to our YouTube channel to keep up to date with Bill's latest video training content, and be notified when new videos are added. 

VIEW & SUBSCRIBE

"Bill's system has completely revolutionized the thought patterns of our reps, allowing us to become the #1 agency in the company. We renew The Cates Academy™ year after year and have built a culture of referrals. This is so important."

Bruce Davison
President/CEO (Wichita, KS)

Don't Miss Out on Any FREE Training Content!

Want to be notified when new resources are available? Subscribe to Bill's weekly tips to keep up-to-date on all his latest content. By signing up, you'll receive weekly emails full of actionable tips and strategies for acquiring more ideal clients through referrals, introductions and compelling value. 

Contact Us

Questions? We are here to help. To get in touch with Bill, fill out the form below. You can also give us a call at 301.497.2200 or email Bill directly at BillCates@referralcoach.com

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