Referral Coach International Giving Financial Professionals the Tools to Create an Abundance of Referrals
Referral Coach International Giving Financial Professionals the Tools to Create an Abundance of Referrals
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Watch and Listen to Al Fox talk
about the value of our system.

Two days after your workshop, using the 15 Day Reinforcement Program, 5 of us started a competition to see who did the most to capitalize on what we learned. People were adding tag lines to their emails, segmenting their client list, reading your books, gathering information for their scripts, and going through their call logs. Everyone was more comfortable approaching the subject with their clients and prospects, they were approaching COIs about referrals, they were becoming more comfortable using the wording you suggested. The comfort level was real high and it’s been beneficial even after the 15 days so it has clearly helped everybody’s practice!

Build a Stronger Referral Culture

The Referral Coach Solution™

A comprehensive approach to referral training that won't break the bank but will produce results.

3 Steps to Referral Results

This is turn-key from beginning to end!

  1. Pre-Training Module to insure a proper mindset
  2. Dynamic Training Sessions (live, video, or telephone)
  3. Built-in Reinforcement Measurement
    4. -Referral Fast Start Program™ and Referral Scoreboard™

3 Effective Training Methods

Pick the method that fits your logistics and budget

  1. Live Training
  2. Video-Based Training
  3. Web-Based Training

Help your advisors take the fear out of referrals and replace it with action. We can help you implement a cost-effective, results driven referral systems today. Check out the testimonials from leaders and advisors throughout this web site. Learn More About the Referral Coach Solution™ »
 
Live Training

Referral Advantage™Video Program

 Web-Based Training Referral Fast Start Program™

RCI's live training is one of the best ways to train your people in referral skills. Nothing beats the added value of the exchange of ideas and questions with one of our Certified Referral Coaches™ — Bill Cates, Ray Vendetti or Theo Androus.

 Our comprehensive Referral Advantage™
Video Program is comprehensive and easy to implement with a small group of reps. Available in variety of formats, our video-based training is for financial pros wanting more quality referrals. 		Our popular
Live Web-Based Training is an effective way to train a group of advisors who may be spread out all over the country. This progam is also ideal for firms with a small training budget.

This is our built in reinforcement program designed to maximize your investment in referral training. Automatically included as part of your Live, Video, or Phone Training.
Learn More » Learn More » Learn More » Learn More »

Praise for Bill Cates’ Referral System

Harry Hoopis – Managing Partner Emeritus –
GAMA Hall of Fame

Hoopis

The Hoopis Performance Network provides innovative sales training & leadership development resources to financial professionals worldwide. These field—tested resources have been developed from over 40 years of industry leading experience in our very own "living laboratory." Go to: www.Hoopis.com

Live Programs | Video–Based Training | Web–Based Training

Bring Bill’s system into your firms. Get started today!
Contact Us | 301.497.2200


Watch Bill Cates promotional videos

Featured Content

Referral Abundance Magazine

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The Referral Advantage Program by Bill Cates

Call us toll-free at 1-800-488-5464 or locally (301) 497-2200.
Referral Coach International, 7901 Sandy Spring Rd., Ste. 102, Laurel, MD 20707 USA
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