About Us

Over the past 25 years, Bill Cates – Hall of Fame speaker, author & coach – has helped thousands of financial professionals and firms to tap into exponential growth by:

Focusing Messaging, Maximizing Client Engagement, and Leveraging Relationships

You can learn our processes and systems through a variety of methods: speeches, workshops, online learning, books, coaching, and consulting. Not sure what’s best for you? Reach out to us and we’ll help you make an educated decision that’s in your best interest.