What’s the way to get new business?

new business referrals Nov 01, 2022


Are you a member of SOLIS – The international School of Life Insurance Selling? It’s the best deal out there to help you build your business. For instance, what about SOLIS #9 for November 2022…?

Who’s the best at teaching advisors how to get referrals? 


Prospecting, or finding and setting up introductory meetings with potential buyers of your product has always been, and always will be, the biggest challenge advisors face with any expertise, or in any market. Unless of course, you learn to get great referrals and introductions to your best potential clients on a favourable basis. 

That’s where referrals come in. Referrals warm up your approach like nothing else. The good introductions borrow the relationship prestige of top-quality people you either have or would love to have as clients to make for a very comfortable first discussion. Comfortable first discussions lead more often to good meetings and then great sales.   That’s why they are the best way to develop your business – either in your current market or the one you hope to access. 

Bill Cates is widely recognized as one of the foremost experts in the art and science of acquiring new clients through referrals and personal introductions. He is president of Referral Coach International and the founder of The Cates 

Academy for Relationship Marketing™.  He is one of the very best in the business at helping you find new business.   

Bill Cates, CSP, CPAE, is the President of Referral Coach International and the author of Get More Referrals Now, Beyond Referrals, and Radical Relevance. He is the founder of The Cates Academy for Relationship Marketing™, as well as the host of the acclaimed podcast www.TopAdvisorPodcast.com. 

For over 30 years, Bill has helped financial professionals (advisors, planners, wealth managers, trust officers) move from incremental growth to exponential growth by communicating more compelling value, enhancing client engagement, and multiplying their best clients through personal introductions. 

Bill Cates’ client-acquisition system Right-Fit Clients™ has been featured in such publications as Success Magazine, Entrepreneur Magazine, Selling Power, the Huffington Post and The Wall Street Journal.  And his own business success has been featured in Money Magazine.

Bill was inducted into the Professional Speakers Hall of Fame in 2010 (182 living members worldwide).  So, you can expect an engaging, relevant, and high-content session with a little bit of fun. 

The most important thing for you to know is that thousands of financial professionals are using Bill’s system to attract a steady flow of Right-Fit Clients™.

Bill is also a bestselling author. His third book, Beyond Referrals, lays out the steps to converting referrals to what he calls “Engaged Introductions” and, ultimately, new clients. It follows his two previous books, Get More Referrals Now! and Don’t Keep Me a Secret, his first two books. (Yes, Bill is the guy who coined the “don’t keep me a secret” idea!) His latest book, Radical Relevance will also be a part of SOLIS #9.

Beyond Referrals doesn’t abandon the “how to get referrals” idea but goes further than just the referrals and Bill will show SOLIS subscribers why that is. 

Bill will also layout what he calls the Perpetual Revenue System and how it takes referrals to the next level up. He’ll explain how his “value discussions” attract referrals without asking for them and why referrals are “forgotten gold” in the business. He’ll explain why referrals work and especially what it takes to get good referrals even in today’s marketplace. 

Then he’ll show us how to convert referrals into introductions and why more advisors and professional s don’t even ask for them. 

Finally, Bill will tell us how to turn an introduction into an appointment. He’ll explain what you need to do and how to increase your odds of success. 

But the referral isn’t the “end game, it’s just the means to the end – the new client.” That will lead Bill into “Brainstorm Selling” and something he calls “The Impact of the Benefits.”

At SOLIS #9 in November, Bill will also offer a free e-guide to our members. 

If you are a member of SOLIS, we will see you Tuesday, November 8, 2022 from 1:00 pm to 3:00 pm for my in depth conversation with Bill Cates, The Referral Coach. If you want to subscribe to our monthly SOLIS program and never miss another new session – Bhupinder Anand is our guest in December, then be sure you register at www.advisorcraft.com/solis. 

You can even pay a little extra than the monthly subscription and see just Bill but then you’ll miss all the others including Van Mueller, Sandro Forte, Bruce Etherington, George Sigurdson, Gail Goodman and others… 

Just register now for Bill Cates and learn how to acquire all the new clients you want. Click on www.advisorcraft.com/solis right now, before you leave this page. 

See you there. 

God bless – and Go Be Amazing!!!


President of Advisorcraft Media Group &

Founder and Host of SOLIS


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