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Webinar Host Bill Cates, CSP, CPAE

About Bill

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!, Don’t Keep Me a Secret!, and Beyond Referrals have revolutionized the way financial professionals are acquiring more and better clients through referrals. And his latest book, Radical Relevance is a groundbreaking next step in client acquisition strategies. Bill is the president of Referral Coach International.

Learn more about Bill and Referral Coach International by visiting www.referralcoach.com.

Becoming Radically Relevant in Unpredictable Times

What you do (or don't do) to grow your business today will show up 3 to 6 months from now. If you put off working on client acquisition, you may be digging a hole in your business!

In this just-in-time virtual lesson with Bill Cates, you will discover:

  • Why now is a time to be bold about your value and how advisors are growing their business during this perfect storm (virus, economy, stock market)
  • What other successful financial professionals are doing to grow their business during these trying times.
  • How to message your value proposition to attract just the right clients and repel the rest.
  • How to communicate what makes you different in a way that matters to your prospects.
  • One huge mistake you might be making when you talk about your value.
  • A process to find the bullseye (Right-Fit Clients™) for your business.
  • How to establish a reputation in one or more target markets to move from push prospecting to magnetic marketing.


This web class will be a high-content, note-taking, ready-to-take-action program!