Referral Coach International

We can say anything we want, but THEY say it better!

Bob Bonfiglio "I can’t wait to get our high performance teams started on your video training! You’ve been to our market group several times and each time the results produced are tangible. Your system is clearly the best in the business."

- Bob Bonfiglio
Field Vice President
American Express Financial Advisors

Bob Walker "The answer to the Do-Not-Call List is The Unlimited Referrals Marketing System® 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

Lee Bloomingdale "We have incorporated Bill Cates’ Unlimited Referrals Marketing System® (via live programs and video-based training programs) into our agent training system as part of our sales methodology. Our agents find this system to be very effective for obtaining quality referrals. It’s a system that’s transferable to both new and veteran agents. Quite simply, the system works!"

- Lee Bloomingdale LUTCF, LTCP
First Vice President
Regional Sales Officer
Mutual of Omaha

Patrick H. O'Connell "The Bill Cates’ Referral Training 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."

- Patrick H. O'Connell,MBA
CFP™ ChFC
Group Vice President
Ameriprise

Your system is helping our agency in at least three ways:
1. A large number of veteran agents have learned and are using your system to acquire quality clients on a regular basis.
2. New agents can learn your system quickly and it contributes to their early success, establishing the proper habits from the beginning.
3. Our management team uses the same strategies and language in our efforts to find new agent candidates.
Bottom line, your system works and has become an integral part of our culture. I wish we had discovered it sooner "

- Ronald R. Wiese, CLU, ChFC
General Manager
Mutual of Omaha

What is the Referral Coach Solution™?

The Referral Coach Solution™ is a 90-day referral training program designed to change behavior and drive results (for the long term).

Pre-Training module to Insure Proper Mindset

Dynamic Training Sessions (Live, Video, or Telephone)

Built-in Reinforcement and Measurement
Referral Fast Start Coaching Program™ & Referral Scoreboard™

Why is it better than stand-alone training?

Training by itself does not produce results.

Managers and leaders are often too busy to maintain post-training focus and reinforcement

A 90-day blitz is long enough to change behavior and produce measureable results yet short enough to sustain focus and drive.

How do you get started?

Working with Bill Cates, President of Referral Coach International:

Pick the training method that best suits your overall goals, logistics, and budget.

Decide on how you will implement the pre-training module.

Determine your level of involvement in the reinforcement program: Referral Fast Start Program™ and Referral Scoreboard™

How will this help your advisors/agents?

Increased awareness and confidence with referrals.

A systematic approach to asking for referrals.

Fears and mistaken assumptions will be dissipated.

More high-quality clients generating more new buisness.

A high-performing referral culture that sustains itself over time.

Get the best referral training in the industry into the hands of your advisors/agents as soon as possible!

Kevin Schriver will set up a personal consultation with Bill Cates to help you determine how we can help you reach your objectives.

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	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 © MMX Referral Coach International. All Rights Reserved. \| Privacy Policy

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