“Your system has been infused into our culture and now referral gathering has become the way our firm does business. You successfully taught some ‘old dogs’ new tricks – and the tricks have stuck. Our advisors have gone from a position of ‘need’ to a position of strength thanks to your training. I would highly recommend RCI’s Telephone Training Program.”
... -Rich Jacobs, Wachovia Securities |
"Bill Cates helps financial professionals make asking for referrals as
natural as breathing. Bill's Referral Advantage™ Program is a no-nonsense, common sense
approach to the topic. I've seen our Financial Advisors - trainees to
veterans - embrace this system and experience positive results."
...- Director of Training, New Jersey |
"Bill Cates’ Referral Advantage™
Program has changed the way our advisors think about the referral process. Each advisor who implemented the system into their practice is seeing tremendous results. I would recommend this referral program to any manager or individual advisor looking to take their business to the next level.".
- Dennis Pascarella,
Financial Legacy Group |
