INCLUDES:

• 1-Year Membership in The Cates Academy™
  Our comprehensive online video-training program will empower you to learn Bill’s complete system in a time and cost-effective manner. (Click here or scroll down for an overview of The Cates Academy.)
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• 1:1 Kickoff Call with Bill
  Jumpstart your program with an initial strategy session, where Bill will review your Referral Gap Assessment & strategize a plan of action to maximize results.
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• Value Proposition Review
  On the kickoff call, Bill will also take you through a simple exercise to ensure you’re communicating your value proposition as effectively as possible.
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• (10) Group Coaching Calls
  Over the course of a year, you’ll access coaching from Bill in a small group format. Bill will answer questions, address challenges, highlight successes, and share best practices that some of the industry’s top advisors are using.
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• Rapid Fire Referrals
  (“The Habit Maker”)
  Brief & impactful video lessons are emailed as weekly reinforcement for 1 year.
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INCLUDES EVERYTHING IN THE ACCELERATOR PROGRAM:

• 1 Year Membership in The Cates Academy™ (Click here or scroll down for an overview of The Cates Academy.)
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• 1:1 Kickoff Call with Bill
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• Value Proposition Review
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• (10) Group Coaching Sessions
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• Rapid Fire Referrals™
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PLUS…

• (6) 1:1 Personal Coaching Sessions with Bill Cates
  Bill will work with you to address your unique & specific areas of focus to achieve unparalleled results. These personal coaching sessions typically run over the course of 6 to 10 weeks depending on schedules, your desired pace of learning, and how fast you want the results to start.
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• On-Demand Tactical Coaching
  As you progress through your coaching journey, specific challenges will inevitably arise. Bill will be as available as possible to answer questions, strategize for specific opportunities, and debrief appointments to keep you on track.

If one of our pre-set programs doesn’t fit what you’re trying to accomplish, let’s work together to craft a program that’s just right for you. Schedule a strategy call with Bill to get the conversation started. You and Bill will determine your investment of time and dollars to put together a program that precisely meets your needs.

Below are a few suggested focus areas for consideration:

• Discovering & communicating your value proposition more effectively
  
  NOTE: Accelerator & Maximizer Programs both include basic value proposition coaching, but some clients may desire to go deeper.
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• Choosing or refining your target market & your bullseye (ideal client)
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• Enhancing client engagement to become more referable and create more unsolicited referrals
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• Becoming more appropriately proactive for referrals and introductions
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• Creating productive relationships with Centers of Influence
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• Using Client Events to create advocates and meet great prospects in a comfortable social setting