CSP | California Broker Magazine

December 14, 2025

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 […]

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 […]