The handling of your clients' intergenerational wealth and essential document organization is a way for you to add incredible value to your clients as well as get referrals. Bill Cates interviews Mark Kaizerman, the author of "The Beneficiary Directory."

One critical skill every financial professional must mater, is the ability to set appointments with new prospects. Bill interviews Gail Goodman, who is an expert in helping financial pros set appointment over the telephone.

In this age of Do Not Call and all the other way people create barriers to our phone calls, we must think in terms of getting introduced to our new referral prospects. Certified Referral Coach, Mick Occuito interviews Bill Cates on how to secure great introductions.

Bill Cates talks to Timothy Yee, a top producer, about building successful business friendships which will shield your clients from the competition, generate more referrals, and make your practice a lot more fun!

You CAN build a 100% Referral Based Business. Learn how from one of the industries top producers!

Kiernan’s Values Talk
Bill Cates interviews a success financial professional about his unique process that allows him to bring value quickly to new prospects and clients. He discusses way to better serve your clients and generate great referrals.

Loyalty & Leverage
Client satisfaction is not enough. We must now think in terms of loyalty and leverage. Bill Cates, referral expert, shows you how to maximize your client loyalty to get referrals.

How Well Do You Articluate Your Value?
When your clients talk about your value to others, do they say what you want them to say? Bill Cates interviews value expert Leo Pusateri and brings you the 7 questions you MUST know the answers to in order to get your clients talking the RIGHT way about you.

Planting Seeds
Did you know you can get referrals without even asking? Bill Cates shares twelve things you can do right now to increase your referrals without asking for them.

Face to Face Marketing with Phil Simonides
Bill Cates interviews Phil Simonides, a very successful financial professional. During this episode learn Phil’s secrets to generate a steady stream of referrals and building a strong practice.

Introduction to URMS
Bill Cates shares with you the 4 cornerstones of building a referral based business using the Unlimited Referrals Marketing System. Learn what every financial professional needs to know to be successful at the referral game!