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October 24, 2026

BILL CATES

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Expectation Checks Are Critical to Your Success

February 7, 2024 California Broker Magazine

Avoid #1 Killer of Business and Personal Relationships! BY BILL CATES, CSP, CPAE PRESIDENT, REFERRAL COACH INTERNATIONAL “Making expectation checks a part of how you interact with your clients will lead to higher client satisfaction […]

In This Issue

10 Tips to Speed Up Your Prospect-to-Client Sales Cycle

January 1, 2024 California Broker Magazine

SALES 10 Tips to Speed Up Your Prospect-to-Client Sales Cycle By Bill Cates In a decidedly unscientific study, I interviewed 37 financial professionals of different tenures and success levels to see if I could come […]

Insurance Insider Newsletter

Lowest Cost Silver Plan in Southern California

December 13, 2023 California Broker Magazine

IEHP offers the lowest cost Silver Plan in southern California  A health care plan you can trust and love. For 27 years, IEHP has been serving the health care needs for more than 1.6 million […]

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Five Ways to Use Short Stories to Attract Ideal Clients

December 1, 2023 California Broker Magazine

SALES TIPS Five Ways to Use Short Stories to Attract Ideal Clients By Bill Cates How many times have you heard that using short stories in the client acquisition process is an effective strategy? Probably […]

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Four Strategies to Become Irreplaceable

November 1, 2023 California Broker Magazine

    PROFESSIONAL DEVELOPMENT Four Strategies to Become Irreplaceable Real connections can translate to referrals BY BILL CATES Read more → _________________________________________________________________________________

In This Issue

10 Tips to Sustain the Flow of Referrals & Introductions

October 1, 2023 California Broker Magazine

Find out what clients love about working with you and get referrals BY BILL CATES October is a prime month for building our culture of doing business through referrals and personal introductions. For most agents, […]

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California Broker Magazine October 2026

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