EXPERT ON:
◉Sales & Persuasion
◉Effective Communication
◉Goal Setting & Achievement
◉Work-Life Balance & Focus
◉Motivation & Mindset
EXPERIENCE:
◉ Proven authority in wealth & client acquisition: bestselling author of eight books on business development including The Hidden Heist – Stop Robbing Yourself of Lasting Wealth. An entrepreneur who built and sold two publishing companies. He has helped thousands of financial advisors bring in BILLIONS of dollars.
◉ Influence that scales: viral TEDx talk on money anxiety and wealth building viewed 100,000+ times. Host of the Top Advisor Podcast (top 5% worldwide. Featured in Success, Entrepreneur, Money, and The Wall Street Journal. Founder of The Cates Academy for Relationship Marketing with thousands of members.
◉ Mission-driven impact: Two fun and powerful keynotes: 1] You Earn What You Belief helps anyone in business development adopt the right mindset and strategies to acquire more clients and excel in performance. 2] The Hidden Heist equips audiences with mindset shifts, money wisdom, and practical tools to rewrite their “money story” and create financial dignity, stability, and lasting generational wealth that strengthens families and communities.
Bill Cates, CSP, CPAE, is a successful entrepreneur, hall of fame speaker, bestselling author, and adventurer.
He built and sold two publishing companies and has spent over 30 years training financial advisors. Bill is the author of eight books, including Radical Relevance, The Language of Referrals, and his latest, “The Hidden Heist – Stop Robbing Yourself of Lasting Wealth – An Irresistible Tale of Financial Redemption.”
He also founded The Cates Academy for Relationship Marketing and hosts the Top Advisor Podcast, ranked in the top 5% of podcasts worldwide.
Bill’s TEDx Talk – “How to stop your money anxiety & start building wealth – today!” – has received well over 100,000 views.
Honored with the Professional Speakers Hall of Fame (other members include Colin Powell and Ronald Reagan) and Legends in the Speaking Profession award, Bill’s expertise has been featured in Success Magazine, Entrepreneur, Money, and The Wall Street Journal.
An avid traveler and adventurer, Bill has reached the summit of Mt. Kilimanjaro, trekked to Mt. Everest South Base Camp, camped in the Arctic Circle, and toured as a drummer in a rock band.
With The Hidden Heist, Bill’s mission is to equip the audience members with the mindset shifts, money wisdom, and tools to create financial dignity, stability, and even lasting wealth. “Financial security and generational wealth don’t just serve families,” he says, “they strengthen communities, nations, and humanity as a whole.” It’s all about writing your new “money story.”


