In-Person Fee Range
$5,000 to $10,000
(Inquire for virtual fee)

Travels From
Maryland, United States

The Referral Coach

Bill Cates CSP, CPAE, is a Hall of Fame motivational keynote speaker and an expert in client attraction and client engagement. Bill challenges sales people, managers, small business owners to question their assumptions, identify their limiting beliefs, and adopt more productive behaviors. He will help them increase client loyalty and leverage that loyalty into an increase in word of mouth, referrals, and personal introductions. The net result is more sales!


Bill is the author of 5 books, including Get More Referrals Now! and Beyond Referrals. He has revolutionized the way businesses acquire more high-value clients through referrals, introductions, and champions – increasing revenues and decreasing expenses at the same time. Bill is the author of Unlimited Referrals: Secrets That Turn Business Relationships into Gold, and president of Referral Coach International.

High-Quality Referrals

Bill Cates is considered the nation’s foremost expert and speaker on increasing sales through high-quality referrals. He has revolutionized the way business professionals are using referrals and other powerful marketing strategies to attract more clients and increase sales. Individual producers and companies call on him to help them increase sales and enhance client loyalty with his proven system. Bill Cates is the creator of Unlimited Referrals Marketing System® and The Referral Coach Solution(TM).

Popular Sales Speaker

In the past 20 years, Bill has spoken to over 1500 audiences on 5 continents, including keynotes for the prestigious Million Dollar Round Table in the US, Australia, Korea, and Malaysia. Bill’s content-rich keynotes and breakouts are dynamic, fun, and high energy. He will interview your most successful reps/members and incorporate their stories and best practices into his program – making them the stars! Bill’s authenticity and ability to connect with your audience will result in a highly interactive session. Your people will leave feeling good about themselves and with practical ideas to increase results.


Bill Cates delivers high-content, high-energy keynotes, seminars, and comprehensive training programs. Bill and his referral system have been featured in Success Magazine, Entrepreneur Magazine, Money Magazine, and Selling Power Magazine, and his own business success has been featured in Money Magazine.  Bill Cates writes monthly columns for On Wall Street and He is a founding expert of MentorU – a prestigious online mentoring and training company.

America’s Referral Coach

On the front line of sales for over 20 years, Bill Cates knows what it takes to win and keep a client’s business. His high-content, high-energy, interactive programs provide proven strategies, along with the motivation to put those strategies into use. Bill Cates, often called “America’s Referral Coach,” teaches his strategies to salespeople and small business owners. His clients include such companies as American Express, Bank of America, Merrill Lynch, Northwestern Mutual, United Van Lines, Principal Financial Group, and many others.


Don’t Keep Me a Secret - Tap into the Business Building Power of Word of Mouth, Referrals, and Introductions

If you are looking to grow your business by bringing in more high-level clients, then you understand the importance of referrals and personal introductions. Do you have a systematic approach to this critical part of your business? Are you highly referable? Are you appropriately proactive? Are you limiting your growth by merely dabbling in referrals or are you truly committed to meeting people the way they would prefer to meet you – through a recommendation from someone they already trust?

Are You Playing to Win? - Closing the Gap between Where You Are and Where You’d Like to Be

The most successful at their job do what the less successful are unwilling to do. Success in every endeavor, therefore, boils down to confidence. In the absence of confidence is what? Fear? Doubt? Certainly inaction. Bill doesn’t believe in helping people take their performance to “the next level” unless they are clear on what that next level is. Clear intentions produce clear results. Vague intentions produce vague results.

Telling Your Story – Selling Your Value: Discover and Communicate Your Authentic Value Proposition to Win More Clients and Referrals

Fundamental to your business success is your ability to discover, articulate, and communicate your value. Over many years of helping individuals and organizations through a process to maximize their Authentic Value Proposition™, Bill’s experience has been that most people (and businesses) are not particularly good at communicating their full and true value, in a way that feels genuine and captures the attention of others. Perhaps they’ve never really done the work it takes. Or, perhaps, they’re not revisiting their value proposition from time to time.

Educate, Entertain, Entice - Speaking Skills to Win More Business

Speaking in front of a group of prospects can be an ideal way to gain creditability and a foot in the door. Are you winging it when it comes to speaking in front of groups – relying on your “natural ability?” Or, have you finely tuned your skills so that your audience connects with both your value and with you? Are you authentic and natural or are you stiff and a little bit distant? Bill Cates was inducted into the Professional Speakers Hall of Fame in 2010. It would be hard to find someone more qualified to teach the skill and art of impactful presentations. Are you ready to win more business?

No-Pressure, High-Impact Selling - A New and Dignified Approaching to Winning More High-Level Sales

What stops most people from converting prospects to clients? Fear of appearing pushy and not having a reliable process to move to a positive decision. Bill Cates’ proprietary Brainstorm Selling Process™ will eliminate these common problems! You’ll approach every new opportunity with new awareness and confidence. You will simply produce better results.

The Customer Loyalty Myth - Discover the Missing Link to Leveraging Client Satisfaction and Loyalty into Exponential Growth

The Customer Loyalty Myth is the belief that your business can grow at the pace you desire simply by creating great customer/ client experiences, total customer/ client satisfaction, and unwavering loyalty. While these are critical components for any successful business, they usually only results in incremental growth. The Missing Link is leverage. Leveraging all your hard work into specific referrals, and introductions. Turning your customers willingness to recommend you into tangible connections will create exponential growth.

All Bill Cates Books

Beyond Referrals: How to Use the Perpetual Revenue System to Convert Referrals into High-Value Clients
Purchase Book
Unlimited Referrals: Secrets That Turn Business Relationships into Gold
Purchase Book
Get More Referrals Now!
Purchase Book
Don’t Keep Me A Secret: Proven Tactics to Get Referrals and Introductions
Purchase Book

"The feedback for your presentation to the Financial Planning Association was exceptional. The topic of Referrals is prized topic that constantly frustrates planners and firms in our industry as the industry evolves and begins to shed the image of pushy sales people. This is why your presentation was so important to our membership"

- Bryan Beatty | CFP, Director of Business Development FPANCA

"The Bill Cates' Referral Training Program is the best in the business. We're using live programs and his video-based program. For the 50 advisors who went through his first session, new clients acquired through referrals are up 30% over the same period last year."

- Patrick H. O'Connell | MBA, CFP™, ChFC, Group Vice President, Ameriprise Financial

"Bill Cates’ presentation to our Agency Force was fantastic. He was engaging, humorous, and his content really hit home for us. Even our ‘toughest veterans’ were impressed with his message and his style. The feedback has been wonderful and just a week after the program, I’m already hearing of results people are having with his techniques."

- Sandra Dorsey | Assistant Vice President & Meeting Chair, Erie Insurance

“Your referral system is ‘how we do business’ here. Why? It flat-out works. The results continue to be great. The word has gotten out and even some of our top producers have gone through the video-training program.”

- Bob Michael | Director of Training and Development

Check Bill Cates Availability

Recent Books

Beyond Referrals: How to Use the Perpetual Revenue System to Convert Referrals into High-Value Clients
Purchase Book
Unlimited Referrals: Secrets That Turn Business Relationships into Gold
Purchase Book

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