About Referral Coach International
 Who We Are
Founded by Bill Cates, CSP, Referral Coach International helps financial professionals grow their business by attracting high-quality clients through referrals and companies who want to grow through a more productive and committed field force.
What We Do
We produce results! From needs assessment, to program development, to program follow up, Referral Coach International is committed to not just teaching proven strategies and tactics, but to changing behavior and producing results.
Bill Cates' Unlimited Referrals® Marketing System is a comprehensive and client-centered approach that financial professionals can implement to acquire more clients and better clients through introductions from their clients, other professional advisors, and centers of influence.
We also help leaders and managers develop and sustain a stronger referral culture throughout their organization.
Who Else Has Benefited
Over 52,000 financial professionals have been trained in the Unlimited Referrals® Marketing System. Many firms have adopted The Referral Coach Solution™ that has enabled them to strengthen and sustain their referrals culture. Here are a few of these companies who have benefited from working with RCI:
- AIG American General
- Ameriprise Financial Advisors
- Bank of America
- Banker’s Life
- Champion Mortgage
- Commonwealth Financial
- Eaton Vance
- Guardian, The
- Ivy Funds
- Liberty Funds
- Lincoln Financial Advisors
- LPL
- Mercantile Bank
- Merrill Lynch
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- Mutual of Omaha
- New England Financial
- New York Life
- Northwestern Financial Network
- Penn Mutual
- Pioneer Investments
- Principal Financial, The
- Prudential
- Raymond James
- R.W. Baird
- Schwab Investments
- Smith Barney
- Touchstone Financial
- Western-Southern Life
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Why We Do It
Most individual financial professionals under-perform when it comes to acquiring clients through referrals. There’s a gap between where they are and where they could be. Our mission is to help financial professionals fill this and become even more productive. Most firms lose rookie advisors because their activity level is low and they have not been able to maximize their referral potential. And because most veterans have not fully committed to building a referral-based business – or just plain don’t know how – they are sitting on an untapped gold mine.
How We Do It
The Referral Coach Solution™ is a comprehensive program designed to truly change behavior and bring mastery of the referral process.
The Referral Coach Solution™ is applied in a variety of ways – live training, video-based training, train-the-trainer, licensing, as well as a variety of learning tools such as action guides, audio and video programs, scripts books and more.
RCI also employs a state-of-the-art web-based referral tracking system, Referral Fundamentals™, designed to make asking for referrals al results-producing habit.
In addition to the comprehensive Referral Coach Solution™, RCI Presenters may be contracted to delivery main-platform speeches, as well as seminars and workshops of various lengths.
How Our Referral Marketing System Impacts
Your Existing Selling System...
The Unlimited Referrals® Marketing System will enhance the effectiveness of your existing selling process. Our system is a turbo charger that will help your associates meet more high-qualified prospects under the most favorable circumstances. Therefore, any selling process you employ will work more easily and effectively.
How You Benefit...
- Increased client acquisition
- Decreased marketing costs
- Increased profitability
- Increased retention
- Greater client loyalty
- Productive referral culture throughout your organization
What Makes Referral Coach International Different?
A handful of individuals specialize in teaching referrals, but none have developed as a comprehensive approach to both the referral process as well as training referrals as RCI. Only Referral Coach International has the Unlimited Referrals® Marketing System and the Referral Coach Solution™. These are comprehensive approaches for producing the results you want. Not only do we teach proven strategies and tactics, we also help your people overcome the psychological barriers that keep them from fully committing to the referral process.
Important Question!
How much potential business is your organization losing everyday because your financial professionals don't have (or aren't using) a proven system to get referrals? Let's get them the help they need now!
Here's How You Get Started
The best way to get started is to give us a call or send us an e-mail. We’ll learn more about your situation, your people, and your challenges. If we feel we can help you produce the significant results you want, we'll tell you why and how. Then, together, we'll craft a program that will accomplish your goals.
Call us toll free at 1-800-488-5464, locally at (301) 497-2200
or contact us via e-mail.
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