The Sustainable Edge is a fresh new take on the idea of narrowing your focus to grow the most valuable pieces of your business. As an author myself, I appreciate the new strategies and frameworks presented. Most advisors will be intimately familiar with the challenges discussed. The Sustainable Edge provides an excellent jumpstart for advisors looking to reframe their business model and grow their firm in 2016 and beyond.”
– Bill Cates, CSP, CPAE
Bill Cates, CSP, CPAE, is widely recognized as the financial services foremost expert in how to build a thriving referral-based business. His books, Get More Referrals Now! and Don’t Keep Me a Secret! have revolutionized the way financial professionals are acquiring more and better clients through referrals. His latest book, Beyond Referrals, is a groundbreaking next step in client acquisition strategies. Bill is the president of Referral Coach International and the creator of The Referral Advantage Program™ and The Referral Champions System™.
Bill Cates’ client-acquisition system has been featured in such publications as Success Magazine, Entrepreneur Magazine,Selling Power, the Huffington Post and The Wall Street Journal.
Bill is also an adventurer. He has reached the summit of Mt. Kilimanjaro, trekked in the Himalayas, camped in the Arctic Circle, lived on a houseboat in Kashmir, and toured the country as the drummer of a rock and roll band. You follow him at @Bill_Cates.