Referral Champions Coaching Program™
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President of Referral Coach International. |
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Make Referrals a Habit!
Learn a Systematic Referral Process and Put it to Work!
Knowledge is useless unless it is applied - turned into action. That's what the Referral Champions Coaching Program™ is designed to do for you. Get a proven, systematic approach
to referrals and the confidence to use it! You will receive
ongoing coaching, support, and results. The Referral
Champions
Coaching Program™ is available in one-on-one
and small-team formats.
What To Expect
| What They're Saying... |
 "The coaching program is great! I am absolutely thrilled with the work my coach and I did together. She tailored the program to fit the group well. I enjoyed the small coaching group sessions and felt this helped me take my referral system to the next level. I've referred your program to everyone in the office!"
-Kim Butler, Partners for Prosperity |
"My referral coach, was great! The combination of Boot Camp followed by the coaching group is the best way to go! The implementation system I crafted is flowing smoothly and works wonders. This really helped to cement my referral mindset."
-Dan Young, A.G. Edwards |
"The program had a good balance of self study, group interaction, and one-on-one coaching. The conference calls with Bill Cates were very effective as a follow up to our individual study.
My coach was very helpful in our individual sessions due to her knowledge of financial services. I would recommend this program to anyone who would like to make introductions an integral part of their business."
-Rich Miller, The Harrison Group |
Here are some of the results you can expect from working with your Certified Referral Coach™:
- A referral process and language you can trust.
- More confidence than ever before when talking to your clients about referrals.
- A systematic process to be proactive for referrals without appearing needy, unsuccessful, or making your clients uncomfortable.
- The ability to back off professionally when someone
doesn’t want to talk “referrals” – in way that will actually strengthen your relationship.
- More high-quality introductions to qualified prospects than
ever before.
- The Do-Not-Call List transformed into the Wanting-To-Be- Called List.
- The bottom line? More clients and more income!
Stop waiting to get referrals!
Use a process and language you can trust.
You Don’t Have To Do It Alone!
With the expert guidance of your Certified Referral Coach™, you will learn Bill Cates’ Unlimited Referrals® Marketing System – recognized as the most effective referral program in the industry. Then, as you implement the system, you’ll have your coach's guidance all along the way. You’ll test some ideas, overcome obstacles, brainstorm solutions, celebrate your progress, and
then go back with even more confidence.
Confident. Focused. In Control.
This is how you'll feel about your referral process! To see if this coaching program is for you...
Call Sharon at 1-800-488-5464 or (301) 497-2200 or you can Contact Us via email
What You Get
- Ongoing, one-on-one attention from an RCI Certified Referral Coach™.
- A referral system that we will help you easily fit into your practice – that will actually work!
- Accountability – so you really do what you know you should be doing.
- The Gold Level Referral Success Kit, including the 4-Audio CD Album “Prospecting for Introductions”.
- Special pre-coaching preparation to help you maximize your results.
- Seven customized telephone coaching sessions. One session approximately every 3 weeks for about 4–5 months.
- Unlimited access to your coach at any time via email and specially arranged phone calls.
Training Focus Support Goals Accountability Results Celebration
Confident. Focused. In Control.
This is how you'll feel about your referral process!
To see if this coaching program is for you...
Call Sharon
at 1-800-488-5464 or (301) 497-2200 or you can Contact Us via email
What's The Investment?
 How much would you invest to have more referrals and more clients in your business? Forget the cost of this coaching... what’s the cost to you of not getting better with referrals?
Individual Coaching -
$3,200
As an individual in the program, all your calls will be 1:1 with your coach. In this way, the program will be completely focused on your practice, your personality, and your goals.
Small Team Coaching* - $895/Person
A combination of one-on-one coaching with small-group coaching will give you the best of both worlds. You get the personalization of one-on-one coaching, the affordability of group coaching, and you learn from others going through the same process as you.
*To qualify for our Small Team Coaching Program, you must be part of a group of at least 4 advisors that is either a real production team or has some type of close affinity, such as all working in the same office, part of the same study group, and/or have known each other prior to the coaching experience.
Do The Math
How many new referral clients will it take to recoup your investment in his coaching program? 1-3 at the most? Like compound interest, this investment in yourself pays for itself many times over throughout
your career.
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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 Referral Champions Coaching Program™. However, if after completing the full program you are not be able to recoup your investment many times over, we will refund your full investment. You may keep the 4-CD album “Prospecting for Quality Introductions.” |
Confident. Focused. In Control.
This is how you'll feel about your referral process!
To see if this coaching program is for you...
Call Sharon at 1-800-488-5464 or (301) 497-2200 or you can Contact Us via email
Coaching Staff
These are the coaches that will give you ongoing coaching, support and results while using the Referrals Champions Coaching program. This program is available in one-on-one and small team formats. For more information on the content of this program, click here.
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Bill Cates
Bill is available for 1:1 and group coaching, but his availability is limited. For his coaching fee and schedule please call Sharon at 800.488.5464
Bill is the President of Referral Coach International and the creator of the Unlimited Referrals® Marketing System. He has been helping financial professionals build successful referral-based businesses for over 13 years.
Bill Cates is the author of three popular books on referrals. Unlimited
Referrals and Get More Referrals Now! have revolutionized the way financial
professionals generate abundant referrals, and have established Bill as the
financial services industry's foremost expert on building a thriving referral-based business. Bill's newest book, Don't Keep Me a Secret! was recently released by McGraw-Hill.
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Bruce Glider
Since 1987, Bruce Glider has been helping financial professionals serve their clients better, acquire new clients, and write more and larger risk cases. Bruce has worked in sales, marketing, and management roles for such companies as Lincoln Benefit Life, Thrivent Financial for Lutherans, Golden American Life, and Minnesota Life. Bruce knows what it takes be successful in the financial services industry. And he relates that expertise in a way his clients can implement his ideas to produce tangible results.
Now, as a Certified Referral Coach™ with RCI, Bruce is applying his years of experience to help producers understand and implement Bill Cates’ Unlimited Referrals™ Marketing System.
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Ray Vendetti
Ray Vendetti is a 25-year veteran of financial services. When it comes to building a successful financial practice, Ray knows what it takes. While he has built several agencies from the ground up and served as vice president of sales at a national insurance company, Ray has never veered far from his “producer” roots.
For many years, Ray was a client of RCI. Now, he’s joined our team to bring his knowledge and wisdom to you. Ray first-hand experience in implementing our Unlimited Referrals® Marketing System.
In addition to his coaching duties with RCI, Ray is a regular contributor to Advisor Today and is a highly sought after industry speaker. You’ll be hard pressed to find a better Referral Coach.
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Confident. Focused. In Control.
This is how you'll feel about your referral process!
To see if this coaching program is for you...
Call Sharon at 1-800-488-5464 or (301) 497-2200 or you can Contact Us via email
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