 "Your video-based referral training is the best training I've seen during the 20 years I've been in the business. The results are undeniable!"
Mary Long,
Training Director, MassMutual
Financial Group |
 "We are very pleased with the results of the Referral Advantage Video Training program. People are asking and getting more referrals than ever before. One 24-year veteran said that this is the first time she's ever been comfortable asking for referrals. The specific language Cates provides makes all the difference. We instituted our own VIPS Trophy that we are awarding to the office producing the most referrals. The competition has been healthy and has created a lot of fun. I think every financial professional - new or veteran - should go through Bill Cates’ referral program. Every manager should be using it for recruiting."
Lonnie Sesskin, Manager, West Palm Beach, FL
|
 "I took your video training class a month ago and I have been very successful using your method. I have been in the business for 24 years and was never comfortable asking for the dreaded word: "referrals" I now use your word crafting and it WORKS! In the past month I have received 12 qualified introductions and have already set 7 appointments. I am having so much fun with this."
Robin Wolff, LUTCF, CLTC,
Financial Planner,
Miami, FL
|
 "In my 20 years in insurance, this is the best tool I have seen in terms of getting referrals. When they put the system into practice they always see great results. Our managers are using the same process for recruiting."
Keith Lang, Sr. Director of Agency, Farm Burreau Financial Services |
 "The Bill Cates' Referral Advantage™ Program is the best in the business. We're using live programs and his video-based program. For the 50 advisors who went through his first session, new clients acquired through referrals are up 30% over the same period last year."
Pat O'Connell,
Group Vice President,
Ameriprise |
 "This video training had an immediate impact on our advisors. After this training, referrals doubled. Within 2 weeks, our client acquisition was up over 150%. You did a wonderful job in putting together what I think is the most comprehensive tool for teaching the referral process from soup to nuts..."
Havard Lyons,
Field Vice President,
Ameriprise |
 "I’ve been a fan of Bill Cates' Referral Advantage™ Program for years. When I learned of his Video Referral Training, I jumped at the opportunity to bring this proven system to more of my advisors. Our first training session was very successful. Having DVDs you can view over and over is a must for every organization that is serious about building and maintaining a referral culture."
Phil Simonides,
Field Vice President,
Ameriprise |
 "Bill Cates helps financial professionals make asking for referrals as natural as breathing. The Referral Advantage™ Program, powered by Referral Coach International, is a no-nonsense, common sense approach to the topic. I've seen our Financial Advisors use this system and experience positive results."
Michael Schmitz,
President,
Secure Futures |
 "The answer to the Do-Not-Call List is The Referral Advantage™ Program from Bill Cates. It's a complete system for generating introductions to great prospects - not just referred leads. In today's environment you need to get connected to the prospect in a compelling way. This system accomplishes that."
Bob Walker,
General Agent,
MassMutual
Financial Group |
