|
|
Gary Yaglenski
 "Because of your referral system, I qualified for our Leaders Club my very first year (which was only 6 months long) and every year since. I can honestly say I probably would not have made it had I not been introduced to your system."
Gary Yaglenski
Financial Professional
Perkasie, PA
|
Larry Briskin
 “Since starting The Referral Advantage Program, I've been getting a steady stream of referrals. I recently got a referral to a new client with $6M in assets. He, in turn, referred me to a client with $5M in assets. Using this system, my revenues have grown 5-6 times."
Larry Briskin
Financial Professional
Maple Lawn, MD
|
Karin Tyson
 “One simple technique I learned from your program helped us land a referral to a $3M client – without even asking for it. The value discussion strategy works as well as you said it would. Thanks a million. Thanks 3 million!”
Karin Tyson
Vice President
Houston, TX
|
Al Fox
 “Your referral program has had a huge impact. Your system has been a permission slip for us to talk to our clients about the experience they have had with us and then have them share that experience with others. In the last 6 months since your training, we have acquired 5 new high-level households with assets totaling $10M. ”
Al Fox
Financial Professional
Mt. Laurel, NJ
|
Mike Morger
 “I am having immediate success with your VIPS Referral Method. I used it with a client couple and it opened the flood gates. They gave me 8 introductions. They offered to write both a letter of introduction and call the "referrals" too! Thank you. Thank you. Thank you.”
Mike Morger
Financial Professional
Cincinnati, OH
|
Frank Teodosio
 “ I am seeing great success using your strategies – both my own personal production and that of our advisors. I asked my best client ($14M) for a referral to his son – who is now opening a $3M account with me. My advisors are seeing success as well. James Murphy just opened a $500k account using your referral system. You have been a huge help to our branch!”
Frank Teodosio
Branch Manager
Palm Beach Gardens, FL
|
Larry DeNoia
 "On a Friday, I used one of your "planting seeds" techniques with a client. She immediately thought of her sister. I met her sister at 10:30am the following Monday. She arrived with her check book and invested $1M with me! Thank you for a referral system that produces incredible results."
Larry DeNoia
Financial Professional
Peekskill, NY
|
Lisa O'Connor
 “Your system is working brilliantly for us. We used one of your strategies to revive 3 referrals we thought were dead. And have already set an appointment with one of them. Your strategies have proven immensely helpful.”
Lisa O'Connor
Financial Professional
Shelton, CT
|
Robert Cucchiaro
 “I have gotten more referrals since learning your system than in my 3 previous years as an advisor combined. Last week I used the VIPS Method with a new client. He referred me to 4 high-quality people on the spot. He actually emailed 3 of them to introduce me and personally introduced me to the 4th. Needless to say your method works and continues to work for me.”
Robert Cucchiaro
Managing Principal
San Ramon, CA
|
Terri Garner
 “I just used your ‘Agenda’ and ‘Value Discussion’ strategies this morning with a new COI and the meeting was awesome. Your process made me more confident – which affected this COI’s response.
I walked away with 5 referrals, and more importantly, have solidified a new COI relationship!”
Terri Garner
Recruiting Director
Lansing, MI
|
Kim Butler
 “The coaching program is great! I am absolutely thrilled with the work we did together. I have referred your program to everyone in the office!”
Kim Butler
Financial Professional
Scottsdale, AZ
|
Jim Cassa
 “I was looking for a way to jump start my Wealth Management practice. I needed to develop an approach to provide me with a consistent flow of qualified prospects. I found Bill Cates′ system to be the most thorough and most practical. His approach is very genuine with everything thought out in advance.”
Jim Cassa
Wealth Management Advisor
Paramus, NJ
|
Rich Miller
 “I would recommend this program to anyone who would like to make new introductions an integral part of their business.”
Rich Miller
Financial Professional
Havertown, PA
|
