We Supply Everything You Need to Make Your

Boot Camp a Success!

Everything you need to succeed at the Referral Boot Camp is included in your tuition at no extra cost. These classes are kept small enough for you to get personal attention from Bill, but large enough to generate energy and enthusium.

The Referral Boot Camp for Financial Professionals is an intensive and action-packed “basic training.” So we give you everything to ensure you get maximum benefit from your experience.

Before Boot Camp

Before you attend the Referral Boot Camp, we will send you an email. This material will get you ready for a successful Boot Camp. We'll send you...

• The Referral Confidence Assessment:  to focus your Boot Camp experience and personal referral plan of action (value: $24.95)
• The Ideal Client Worksheet helps you define and target the type of client you most want to acquire and “clone” and avoid wasting time on unproductive prospects. It covers demographics, psychographics, net worth, income, investable assets, industry niches, and more.  (value: $15)
• Directions, agenda and hotel information. Information to help you plan your trip.

At the Boot Camp

When you arrive at Referral Boot Camp, you will receive a number of items that will allow you to make your Boot Camp stay successful. While at Boot Camp, some of the tools you'll get...

• The Seminar Success Guide helps you internalize key skills and acts as a reference (value: $50)
• Bill Cates' book, Don't Keep Me A Secret!, filled with valuable tips and methods to enhance your referral process (value: $16.95).
• The Introductions Journal reminds you to bring up referrals at client meetings, lends importance to the act of asking for referrals, gives you one place to record referrals for tracking, and prompts you to ask information and value-seeking questions at client meetings. (value: $19.95)
• The Referral Scripts Book with sample dialogue for any referral situation (value: $49.95)

After Boot Camp

After you've enjoyed a successful stay at Referral Boot Camp, you'll be sent off with the following materials, so that you can continue to improve your referrals.

• Your Personal Referral Action Plan co-developed with Bill Cates  (value: $100)
• 3 hours of group telephone coaching with Bill Cates (value: $300)

Plus, discounts on ALL our products, including our Referral Champions Coaching Program and audio and video referral tools—a value of many hundreds of dollars.