Bill Cates
Referral and marketing expert for financial advisors, founder of Referral Coach International and author on referral strategies and relevance, sharing tactics to help advisors craft messaging and get introductions.
Best podcasts with Bill Cates
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Jan 13, 2026 • 36min
Bill Cates: How Financial Advisors Can Master Their Marketing Message
Bill Cates, a referral and marketing expert for financial advisors and founder of Referral Coach International, shares invaluable insights into effective marketing strategies. He emphasizes the importance of empathy, differentiation, and clear value positioning. Cates distinguishes between prospecting and marketing, and discusses how listening and curiosity foster trust. He advocates for personalized outreach and the use of compelling client stories to communicate value. With a flair for storytelling, Cates also shares personal adventures that inspire his approach to client connections.
Dec 8, 2025 • 34min
Bill Cates - The Hidden Heist!
Join Bill Cates, a Hall of Fame speaker and author of "The Hidden Heist," as he delves into the impact of self-limiting beliefs on financial growth. He reveals how our money stories, often shaped by past experiences, can hinder our success. Bill emphasizes the importance of awareness in rewriting these narratives and the power of compounding for long-term wealth. He also discusses the emotional aspects of money, generational influences, and practical investment strategies, encouraging listeners to rethink their financial futures.
