Bill Cates

President and Founder, Referral Coach International · 1 appearance on the record.

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Bill Cates is a client acquisition and relationship marketing coach who specializes in helping financial advisors. He is the author of Radical Relevance and the founder of Referral Coach International.

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8 insights · every statement was checked. none of them is a claim the record can settle: opinions, insights and disclosures never carry an assessment.

The record, in short

What the tape says about how Bill argues and how the claims held up. Everything they said, and everything said about them, is in the tabs below.

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We measure speaking style by listening to the audio itself, and a fair number needs at least 2,000 words from one person on tape we have measured. There is too little of Bill Cates on measured tape to publish a rate. This says nothing about how they speak.

Everything Bill Cates said on We Live to Build that made the record, most notable first. Filter by type, assessment or year in the ledger →

Insight
Cates: Passing the 'Beer Test' Is a Flawed Metric for Hiring Talent
“Just cause someone is a little different than us in their personality, just because we might not enjoy an hour. Over a beer or two with them doesn't mean they couldn't be a great asset for our company. So, I mean, I get the idea. I get the kind of the energy b…”
Bill Cates Apr 28, 2026 ▶ 29:31 Borrowed Trust: Why Strangers Wire Money Before They Know You
Insight
Cates: Referrals should be the core growth engine, not a bonus
“Referrals are often looked as kind of the icing on the cake, right? Yeah. I get some referrals. That's part of how I grow my business that I recommend for a lot of folks to consider it is the cake. It is how people want to meet you.”
Bill Cates Apr 28, 2026 ▶ 1:27 Borrowed Trust: Why Strangers Wire Money Before They Know You
Insight
Cates: Paid Referral Arrangements Must Be Transparent to Avoid Damaging Trust
“I just think it should be transparent. I think that's the most important thing. Because sometimes when clients or customers, you know, maybe didn't know that you would get compensated and then after the fact they find out you did, it can leave a bad taste in t…”
Bill Cates Apr 28, 2026 ▶ 6:05 Borrowed Trust: Why Strangers Wire Money Before They Know You
Insight
Cates: Curating Third-Party Success Stories Transfers Borrowed Trust to Creators
“Any kind of content like that, whether it's your success story, someone else's success story, your knowledge is sometimes you and I work, we're creators say curators of knowledge and information, right? So we're helping the people in our community. By curating…”
Bill Cates Apr 28, 2026 ▶ 15:41 Borrowed Trust: Why Strangers Wire Money Before They Know You
Insight
Cates: Name-Dropping Irrelevant Big Clients Undermines Effective Sales Communication
“So the mistake is sometimes in communicating our value is using references, name dropping, right? Of our clients that don't relate to the person we're in touch with.”
Bill Cates Apr 28, 2026 ▶ 17:49 Borrowed Trust: Why Strangers Wire Money Before They Know You
Insight
Cates: Effective Messaging Must Actively Attract Ideal Targets and Repel Bad Fits
“Your messaging, whether the messaging is through another human delivering the message to others, like a referral source, or whether it's your website or anything else, your messaging needs to attract the right people and repel the wrong people. And I know repe…”
Bill Cates Apr 28, 2026 ▶ 23:55 Borrowed Trust: Why Strangers Wire Money Before They Know You
Insight
Cates: Target Maximum Three Buyer Personas to Avoid Diluting Your Message
“Now you can have more than one persona, by the way, you can have two or three. I don't recommend having more than three, but you could have a splitter page that says, if you're this click here, if you're this click here, if you're this click here, not necessar…”
Bill Cates Apr 28, 2026 ▶ 25:34 Borrowed Trust: Why Strangers Wire Money Before They Know You
Insight
Cates: Warm introductions are the fastest path to relevance with strangers
“How do you have a relevant message, a message that's relevant to the receiver? Well, the fastest way to that is an introduction. From someone they trust. That's how we become relevant with someone who doesn't know us.”
Bill Cates Apr 28, 2026 ▶ 1:14 Borrowed Trust: Why Strangers Wire Money Before They Know You

Appearances (1)

EpisodeDateSpeaking time
Borrowed Trust: Why Strangers Wire Money Before They Know You Apr 28, 2026 21m
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