Referral Coach » Referral Champions Boot Camp™
Only Referral Boot Camp in 2014!
More Referrals = More Clients = Thriving Business
Leave the Boot Camp with a simple process that will produce immediate results
1½ Days that Will Accelerate New Client Acquisition
Imagine!
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 Will 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
Saul Cohen
Financial Advisor | New York, NY
 "...I’ve taken back control of my activity and my business...."
"In the 3 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."
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Robin Wolff
Veteran Financial Advisor | Miami, FL
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Alan Temkin
Veteran Financial Advisor | Danvers, MA
 "...without question the most helpful investment I have made in a long time..."
"With 35 years of experience and a life member of MDRT, this was without question the most helpful investment I have made in a long time. In the first week after the boot camp I held 3 client meetings – using the value conversation – and have received 16 quality referrals. Thank you for a truly great learning experience."
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Now!
Isn’t it time you created this for yourself? You may 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
- Catch the Early Bird Discount and save!
- Bring a Referral Buddy to maximize your results and save even more on your investment
PLUS You Get 3 Follow–up Coaching Calls with Bill Cates
Special 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! Online Edition
Sells on our website for $597
Yours FREE when you register for the Referral Boot Camp
(Be among the first 23 to register)
Tuition Payment Options:
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Standard Tuition– $997
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Early–Bird Tuition– $697 register by March 5th, 2014
(save $300)
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Referral Buddy Tuition– $597 per person if registering with a colleague
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Increase your chances for great results and save on your investment. To register using the Referral Buddy discount contact Jennifer Kreitzer at 800.488.5464 or 301.497.2200 or email her at jennifer@referralcoach.com
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Installment Tuition
Pay in 2 easy Installments*
*Installment plan includes an additional charge of $50 ($25 per installment).
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Contact Jennifer Kreitzer at 800.488.5464 or 301.497.2200 or email her at jennifer@referralcoach.com
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To find out if Boot Camp is right for you contact Bill Cates at 800.488.5464 or 301.497.2200.
Click the links on the right to learn more – then sign up today to make sure you get a seat. We usually sell out!
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.
Andre Duffie
Financial Advisor | Wilmington, DE
 "...Your approach to referrals is a breath of fresh air..."
"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!"
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Rob Cucchiaro
Financial Professional | Dublin, CA
 "...This week I got 6–7 new referrals..."
"If I were to compare the number of referrals meeting before and after your boot camp, it’s 1,000 times more. This week I got 6–7 new referrals. The boot camp has totally been worth it for me."
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Alizabeth Apodaca
Marketing Manager | Albuquerque, NM
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Money Back Guarantee
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.
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Confident. Focused. In Control.
Is this how you’d like to feel about your referral process? Then this Boot Camp is for you! To register contact us at 800.488.5464 or 301.497.2200 or click the "Register Now" button above. Questions? Contact Bill Cates billcates@referralcoach.com
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.
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!
Online Edition

Sells on our website for $597
Yours FREE when you register for the Referral Boot Camp
(Be among the first 23 to register)
Tuition Payment Options:
|
Standard Tuition– $997
|
|
|
Early–Bird Tuition– $697 register by March 5th, 2014
(save $300)
|
|
|
Referral Buddy Tuition– $597 per person if registering with a colleague
|
Increase your chances for great results and save on your investment. To register using the Referral Buddy discount contact Jennifer Kreitzer at 800.488.5464 or 301.497.2200 or email her at jennifer@referralcoach.com
|
|
Installment Tuition
Pay in 2 easy Installments*
*Installment plan includes an additional charge of $50 ($25 per installment).
|
Contact Jennifer Kreitzer at 800.488.5464 or 301.497.2200 or email her at jennifer@referralcoach.com
|
Sean Jamieson
Financial Professional | B.C. Canada
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Heidi Helmeke
Financial Professional | Lake Elmo, MN
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Richard Hall
Financial Professional | Linton, IN
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