Get More Referrals, Clients and Business!
Would you like to get more referrals, clients and business?
Financial professionals will leave the 2014 Referral Boot Camp with a simple process to produce immediate results!
In just 1½ days of attendance at the Embassy Suites at Baltimore-Washington International Airport, you’ll have the tools to accelerate new client acquisition!
Imagine a financial practice where:
- You are so referable you’re getting great referrals without asking.
- You have ways to promote referrals – that produce results without asking.
- You have an approach to asking for referrals that doesn’t feel pushy or like you’re begging.
- You are turning referrals into introductions so prospects are waiting to hear from you.
- You are receiving referrals in the right way, so your clients keep giving you more.
- You have relationships with CPAs that actually generate high–quality referrals.
- You are setting appointments with prospects that stick.
- You are tapping into the acquisition power of event marketing.
- You are acquiring more high–value clients and having fun doing it!
In a nutshell, you’ll learn how to:
- Get referrals without asking by promoting referrals
- Ask for referrals without begging or pushing
- Turn referrals into introductions
- Set more appointments
- Convert referral prospects into high–value clients
What People are Saying
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
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
Now is the Time!
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
- Join us for 1 ½ action–packed days—check out the agenda!
- Catch the Early Bird Discount
- Bring a Referral Buddy to maximize your results and save even more on your investment
- PLUS get three follow–up coaching calls with Bill Cates!
Register Today and Receive the BIG BONUS!
The first 23 people who register for the Referral Boot Camp will receive a 6–month subscription to our new Referral Champions Self–Study Multi–Media System!
This system sells for $597, but it’s yours FREE when you register for the Referral Boot Camp (be among the first 23 to register)!
Tuition Payment Options
Do the Math
How many new referral clients will it take to recoup your investment in this Boot Camp? 1–3 at the most? This investment in yourself pays for itself many times over throughout your career.
We are certain you will find great value in the focus, coaching, teaching, support, accountability, and results of the Client Acquisition Boot 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 Champions Boot 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 Champions Boot 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 Boot Camp, or contact us directly at 301.497.2200 to get more details!
I have gotten more referrals since attending your session than in my 3 previous years as an advisor combined.
San Ramon, CA