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Individuals » Referral Boot Camp » What They are Saying About the Boot Camp
What They are Saying About the Boot Camp...
 "Just last week, we brought in a new client through referrals who placed over $7 million with us. Your system works well."
-Alizabeth Apodaca, Steven Lynch Wealth Management,
Albuquerque, NM
Listen to Alizabeth's audio testimonial. |
 "I more than doubled my revenue this year. This system really works."
-Aquiles Larrea, LF Consultant Partners, Wall Street,
New York, NY
Listen to Aquiles' audio testimonial. |
 "Bill Cates’ Referral Boot Camp helped me become much more confident with asking for referrals. I recouped my investment within the first 2 weeks of the session. Now, I have a systematic approach to asking for referrals that uplifts both me and my clients. I can’t say enough good things about it."
-Virginia Chan, Independent Financial Advisor,Fairfax, VA |
 "Before I took your Referral Boot Camp, my closing ratio was about 50% and I was doing a lot of outbound marketing. Since the course, my closing ratio is 75% - because virtually all my new clients have called into my office saying 'So and so' recommended that I call you. Do you have time to meet with me?' I don't have to 'market' anymore. Thank you!"
-Harry Schiavone, ING Financial Advisors,
Fairfax, VA |
 "Bill – I’m writing to give you a specific example of how your Referral Boot Camp has impacted my financial practice. As a direct result of using your strategies, I was introduced to a new client who will be buying a life insurance policy worth about $100,000 in premium. Now that’s what I call ‘return on investment.’ Your program has helped me truly adopt a Referral Mindset (as you call it). And I’m putting this Mindset into action, as witnessed by this great sale above. And this is only the beginning."
-Todd McDonald, MassMutual,
Albany, NY |
 “I wanted to let you know how one simple technique we learned at your boot camp helped us land a referral to a $3mm prospect – without even asking for it.
“We were working with a client who has about $7mm of investments with. I insisted that my partner, Gil, add the words ‘value discussion and confidentiality’ to the agenda. Gil did this and, without even asking for referrals, the client gave us a referral to an individual with $3mm of investable assets.
“This is proof of the importance of the value discussion and that your system really works. Thanks a million.”
- Karin Tyson, Vice President,
The AFP Group, Houston, TX |
"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."
- Saul Cohen, Strategies for Wealth,
New York, NY |
 “Without a doubt, your Referral Boot Camp was the best educational experience my partner and I have ever attended in our 13 years in the business. We started getting more and better referrals as soon as we returned from the boot camp. You have helped us make a huge shift in our thinking, which made asking for referrals - and getting them - almost effortless.”
- Joe De Sena, Ameriprise Financial, Melville, NY |
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