Referral Coach International Giving Financial Professionals the Tools to Create an Abundance of Referrals
Referral Coach International Giving Financial Professionals the Tools to Create an Abundance of Referrals
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Bill Cates, President of Referral Coach International, provides a highly tailored system built around your specific needsProgram Curriculum

Below is the approximate coaching program curriculum.
Since this program is highly tailored to your situation, this is only a rough idea of how the program will run. Your coach will make sure you get everything you need out of the program. In some cases, the topics expand past referrals into client service and practice management issues. You’ll find this experience to be very rewarding and results producing.

Pre-work

Assessment of confidence and effectiveness; review of Ideal Client Profile and referral goals – program and long-term.

Call #1

This is a 60-90 minute call to discuss your pre-work: confidence, goals, expectations, commitment and barriers to mastering a referral based business and anything to help you get ready for and maximize the coaching. You will also be introduced to RCI’s web-based Referral Score Board™ system to measure your referral behavior and results.

 

Call #2  

Topics

  • Developing a Referral Mindset
  • Becoming More Referable

Work

  • Coaching
  • Skills Practice
  • Begin using Referral Score Board™
  • Goal Setting and Accountability
Call #3  
Topics

  • Planting Referral Seeds
  • Asking for Referrals (VIPS Method™)

 

Work

  • Review Referral Score Board™ results
  • Coaching
  • Skills Practice
  • Goal Setting and Accountability
Call #4  
Topics

  • Dealing Confidently with Resistance
  • Receiving Referrals and Getting Introductions

Work

  • Review Referral Score Board™ results
  • Coaching
  • Skills Practice
  • Goal Setting and Accountability
Call #5  
Topics

  • Putting the System to Work for You
  • Establishing Habits
  • Brainstorming how to handle upcoming scenarios
  • Debriefing past meetings

Work

  • Review Referral Score Board™ results
  • Coaching
  • Skills Practice
  • Goal Setting and Accountability
Call #6  
Topics

  • Putting the System to Work for You
  • Further Establishing Habits
  • Brainstorming how to handle upcoming scenarios
  • Debriefing past meetings

Work

  • Review Referral Score Board™ results
  • Coaching
  • Skills Practice
  • Goal Setting and Accountability
  • Coaching for other marketing efforts
Call #7  
Topics

  • Brainstorming how to handle upcoming scenarios
  • Debriefing past meetings
  • Exiting the Coaching Program with a
    specific plan

Work

  • Review Referral Score Board™ results
  • Coaching
  • Skills Practice
  • Coaching for other marketing efforts

Confident. Focused. In Control.

Is this how you’d like to feel about your referral process?
Then this coaching program is for you!
Call Sharon at 1-800-488-5464 or 301-497-2200.
Or, Contact Us via Email


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Call us toll-free at 1-800-488-5464 or locally (301) 497-2200.
Referral Coach International, 7901 Sandy Spring Rd., Ste. 102, Laurel, MD 20707 USA
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