Unsolicited Referrals that Connect to New Clients

A Powerful Way to Raise Saving & Investing Rates

Time Management Mastery: Spend, Save, or Invest Your Time Wisely 2026 #billcates

You Earn What You Believe | Transform Mindset & Unlock Performance Results 2026 #billcates

Why Clients Don’t Make Direct Referrals – Strategies to Unlock Hidden Opportunities 2026 #podcast

Should financial advisors stop sharing their WHY?

Ideal Clients - Ideal Practice - Ideal Life

How Financial Advisors Get More Referrals & Client Introductions 2026 #billcates

Bill Cates on FOX 5: "The Hidden Heist"

The Hidden Heist - Chapter 1 - Characters Come to Life!

Is your money story robbing you?

The Hidden Heist ~ Launch Party

Ep. 60 – The Biggest Mistake Clients & Advisors Make in Life Expectancy Planning with Mark Pace

Ep. 59 - Strategic LinkedIn Prospecting for Financial Advisors with Armando (Mando) Sallavanti III

Ep. 58 – Building Connections w/ Millionaire Women Through COIs, LinkedIn, & Podcasts w/ Alice Tang

Ep. 56 – A Simple Weekly Strategy for Elevating Financial Advisor Productivity with Brian Margolis

Ep. 55 - Measuring the Impact of the Client Journey in Financial Planning w/ Kalli Fedusenko

Ep. 53 – Using Financial Advisor Podcasts to Acquire Ideal Clients with Misty Lynch, CFP®

Ep. 52 – Using Curiosity to Ignite Your Prospecting & Client Acquisition with Chris Ridgway

Ep. 51 - Creating Authentic, Edgy Content Marketing for Financial Advisors w/ David B. Armstrong

Ep. 49 - LinkedIn for Financial Advisors: Strategies for Getting Your Posts Seen w/ Richard Bliss

Ep. #48 – Conversations about Longevity Planning and Preparing for the Unexpected with Steve Gresham

Yohance Harrison ~ Testimonial for Bill Cates' System

Dave Brooks Testimonial for Bill Cates's System & Coaching

Ep. #50 - How Advisors Can Reverse a Client’s Negative Relationship with Money with Ellen Rogin

Ep. #72 - Boost Client Loyalty & Revenue w/ Client Events for Advisors - Angela York & Elyse Stoner

Dan Brothers: Doubled assets and revenue in 2 years.

Alanna Morey: More Unsolicited Referrals & Better Value Proposition

Ep. #47 - From Bucket Lists to Live It Lists – an Advisor’s Path to $1M Annual w/Nicole Middendorf

Ep. #45 - How to Revolutionize Digital Marketing for Financial Advisors with Stephen Beach

Bill Cates Speaking Promo

Ep. #41 – Strategies To Take Your Business To The Next Level with Julie Littlechild

Ep. #39 – 3 Strategies that Built a Multi-Million Dollar Firm w/ Todd Gillingham, JD, CFP, ChFC, CLU

Ep. #37 - Strategies for Attracting Affluent Women Clients with Adri Miller-Heckmann

Ep. #33 – How One Advisor Built a $1M+ Financial Practice Taking 12 Weeks Off Per Year w/ Anat Yoder

Ep. #32 - 5 Steps to an Effective Client Acquisition Process w/ Sandro Forte, FCII, FPFS, FPSA, CSP

The Langauge of Referrals with Bill Cates

Ep. 61 - Becoming Fluent with The Language of Referrals – Bob Burg Interviewing Bill Cates

Ep. #30 - Asking for Referrals and Getting Referred Up (Part 2) with Maribeth Kuzmeski, PhD.

Ep. #28 – How to Build a Referral Only Practice on a Powerful Story w/Tyson Vines

Cates NSA CSP Relevance

Ep. #26 – How to Target Millennials as Financial Advisory Clients with Ivory Johnson, CFP®, ChFC

Ep. #27 - The Power of an Effective Financial Advisor Website, Podcast, Target Market w/ Jeremy Keil

Ep. #25 How Your Personal Brand Story Helps Attract New Clients with Deirdre Van Nest

Ep. #21 -Succession Planning for Financial Advisors with Karen Jessey & Neill Turner

Ep. #19 - The Skinny on Becoming a Financial Advisor for Athletes? with Walter Stith

Unlock Exponential Growth with Bill Cates' Proven Strategies 🚀 Bill Cates in 60 Seconds

Get Referrals without Asking featuring Bill Cates & Resseguie

Cates Communicating Value in Social Settings

Ep. #12 - Using “Wow” to Maximize Client Engagement and Create Advocates

Ep. #10 – Adding a Target Market to An Already Successful Practice with Tiffany Charles

Ep. #7 - Build a Successful Business Operating By Referral Only - Diana DeFrate and Katriina Paavola

Convert More Prospects into Clients with Jason L. Smith

Ryan Weissmueller - Referrals Triple + Better Meetings

Your Riches in Niches - Virtual Session

The Secret Sauce for More Advocates

Are you hunting, farming, or trapping for prospects?

Fatigue Makes Cowards of Us All

Are You Attracting Right-Fit Clients?

You Earn What You Believe