RCI Referral Fitness

Get a proven process for

More High-Value Clients

Through Referrals and Personal Introductions

Video Testimonials


Agenda
Investment
Location
Testimonials
Photo Gallery

 

Imagine a financial practice where:

Bill Cates

 

In a nutshell, you’ll learn how to:

 

Now is the Time to Get Referral Fit!

Get Referral Fit with Bill Cates
Isn’t it time you created this for yourself? You may be pretty good at generating referrals and just need to refine your system. Or you may need a total overhaul.

This is your time to adopt the best referral process in the industry and start acquiring more and better clients through referrals and other client–acquisition strategies. And don’t stop at referrals. Turn those referrals into introductions, introductions into appointments, and then convert the prospect into a new client.

 

Learn a System that Really Works

Get Referral Fit with Bill Cates

  1. Join us for 1 ½ action–packed days—check out the full agenda!
  2. Catch the Early Bird Discount
  3. Bring a Referral Buddy to maximize your results and save even more on your investment
  4. PLUS get three follow–up coaching calls with Bill Cates!

Agenda
Investment
Location
Testimonials
Photo Gallery


 

Register Today and Receive the BIG BONUS!

The first 23 people who register for the Referral Fitness Training Camp will receive a 6–month subscription to our new Referral Champions Self–Study Multi–Media System! – Online Edition

This system sells for $597, but it’s yours FREE when you register for the Referral Fitness Training Camp (be among the first 23 to register)!

Stop Dabbling in Referrals & Personal Introductions!

This System Works! It Will Work for You! Guaranteed!

 

Tuition Payment Options

Do the Math

How many new referral clients will it take to recoup your investment in this Referral Fitness Training Camp? 1–3 at the most? This investment in yourself pays for itself many times over throughout your career.

 

Money Back GuaranteeOur Money Back Guarantee

We are certain you will find great value in the focus, coaching, teaching, support, accountability, and results of the Referral Fitness Training Camp. However, after completing the full program, if you are not able to recoup your investment many times over, we will refund your full tuition. You may keep the learning materials you received during the program.

 

Cancellations / Reschedules / Refunds / Substitutions

We will accept cancellations received via phone or email on or before February 27, 2014. You will receive a full refund less a $75 processing fee.

If you need to cancel after February 27, 2014 but before March 13, 2014 you will receive a 50% refund and 50% credit toward a future Referral Fitness Training Camp or any of our learning tools (books and CDs).

If you cancel after March 13, 2014, no refund will be issued.

Substitutions: If you cannot attend the event due to unforeseen circumstances, you may transfer your registration to another person. Just give us a call.

Our Ironclad Guarantee: We’re confident you will get a ton of value from our Referral Fitness Training Camp. Stay for the entire program and, if after the action–packed program, you don’t believe you’ve received enough strategies, ideas, and tactics to make a significant impact in your business, we’ll refund your entire tuition.

Get more referrals, clients and business—attend Bill Cates’ Referral Fitness Training Camp, or contact us directly at 301.497.2200 to get more details!

Tuition Payment Options

Get Started with the Online Training Bonus NOW

You’ll Produce Results Before the Camp Even Starts

Fitness Training Camp

"In the three months following your Referral Boot Camp, I’ve obtained more referrals from new and existing clients than I had in many previous years in the business. I’ve taken back control of my activity and my business, and am enjoying the business more than I have in years. I will forever be indebted to Bill Cates."

Saul Cohen, Financial Advisor, New York, NY

"I’ve been very successful using your referral methods. In the last month I received 12 qualified introductions and have already set up seven appointments. I’m having so much fun with this!"

Robin Wolff, Veteran Financial Advisor, Miami, FL

"With 35 years of experience and a life member of MDRT, this was without question the most helpful. In the first week after the boot camp, I held three client meetings– using the value conversation– and have received 16 quality referrals. Thank you for a truly great learning experience."

Alan Tempkin, Veteran Financial Advisor, Danvers, MA

Training Camp Agenda

Day 1 - Thursday, March 27, 2014

8:00a - 8:30a Registration and Continental breakfaast in meeting room

8:30a - 12:00p Session I
(breaks every 60-90 minutes)

  • Mastering the Law of Perpetual Revenue
  • 10 Ways to get referrals without asking by planting referral seeds
  • Skills practice and coaching
  • Getting your Referral Action Plan™ started
  • The VIPS Method™ for asking for referrals
  • Personalizing your referral conversation
  • Skills practice and coaching

12:00p - 12:45p Group Lunch

12:45p - 5:00p Session II
(breaks every 60-90 minutes)

  • The VIPS Method™ for asking for referrals — continued.
  • Mastering your referral conversation
  • Dealing with referral objections
  • Mastering your referral conversation
  • Mastering the referral objection formula — exploring and reframing
  • Knowing when and how to back off your referral request
  • Skills practice and coaching
  • Hot Seats (Personalized Coaching – Optional)
  • Turning referrals into engaged introductions that stick
  • Receiving referrals in a way that encourages more
  • Saying “thank you” for referrals – the why’s and how’s
  • Continuing with your Referral Action Plan™

Day 2 - Friday, March 28, 2014

8:00a - 12:00p Session III
(breaks every 60-90 minutes)

  • Setting appointments from referrals
  • Converting referrals into clients – cutting–edge strategies
  • Using the 15–Day Reinforcement Program – creating new habits
  • Continuing with your Referral Action Plan™

"Your approach to referrals is a breath of fresh air compared to the old-style methods. Your value discussion strategy alone has produced referrals for me. Using your referrals system, I’m not only getting more referrals, we’re getting the right kind of referrals. I can’t thank you enough!"

Andre Duffie, Financial Advisor, Wilmington, DE

"This system has allowed me to radically step up my referral results. Using the VIPS method for asking, my insurance production is up 300% this year over last year. Next year I expect a 600% increase. This is huge!"

Sean Jamieson, Financial Professional, B.C., Canada

"Since starting Bill’s introductions process, we have acquired 30 new clients through referrals in just six months– netting us 1.5 million in new assets under management in the last quarter."

Heidi Helmeke, Financial Professional, Lake Elmo, MN

"Bill Cates’ system has helped me become more comfortable with referrals. With this system, I’m making sure I always provide value and use his VIPS Method. I’ve gone from 2-4 referrals per week to 12-15 per week, yielding a 50% increase in revenue production."

Richard Hall, Financial Professional, Linton, IN

"If I were to compare the number of referrals meeting before and after your boot camp, it’s 1000 times more. This week I got 6-7 new referrals. The boot camp has totally been worth it for me."

Rob Cucchiaro, Financial Professional, Dublin, CA

"Just last week, using your referral system, we brought in a new client through referrals who placed over $7 million with us. Your system works well."

Alizabeth Apodaca, Marketing Manager, Albuquerque, NM