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Webinar Host Bill Cates, CSP, CPAE

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

Your Riches are Niches
Featuring Bill Cates, CSP, CPAE

Author of Beyond Referrals and Radical Relevance

The evidence is clear. Financial professionals who focus on a target market generally grow faster and farther than those who don't.

In this virtual session you will:

  • Learn from specific examples of how successful advisors are using the power of Target Marketing
  • Pick a great target market and create a reputation that attracts more Right-Fit Clients™
  • Communicate what makes you different in a way that matters to your prospects and clients.

It's time for you to narrow your focus to expand your results.


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