About this episode

John interviews Bill Cates about building wealth through relationships and effective marketing strategies.

John talks with Bill Cates — Hall of Fame professional speaker & TEDx presenter, financial services & referral marketing expert, wealth mindset coach, entrepreneur, author of The Hidden Heist: Stop Robbing Yourself of Lasting Wealth and seven other books, host of the Top Advisor Podcast, and a proud dad. Bill has spent more than 30 years in financial services, helping thousands of advisors bring in billions of dollars through better referrals, relationship marketing, and messaging. Listen to this episode to learn more: [00:00] - Intro [00:49] - The million-dollar TEDx prop [03:38] - Bill's backstory [06:20] - How relationships helped Bill land a TEDx talk [08:00] - Bill's journey from grad school to rock band drummer [10:11] - How he entered the financial services world [13:36] - Marketing, prospecting, and selling [16:29] - The key to marketing [19:45] - Difference between employees and entrepreneurs [22:19] - How to find a financial advisor you can trust [27:10] - The 3 R's of relationship marketing [29:42] - The 3 C's & 3 R's for an entrepreneur [33:34] - How Cates Academy started [36:46] - The OG referral coach [38:10] - The Hidden Heist book [43:09] - How Bill's business…

People in this episode

Host: John

Guest: Bill Cates

Topics covered

• wealth mindset
• relationship marketing
• financial services
• entrepreneurship
• referral marketing

Mentioned in this episode

Organizations: P3 Studios, Cates Academy, Top Advisor Podcast

Books & works: The Hidden Heist: Stop Robbing Yourself of Lasting Wealth

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