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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Referral Success Kits

Do you want to dabble in referrals or do you want to MASTER referrals? Depending on your level of commitment (and your budget), RCI has two Referral Success Kits to choose from.


Unlimited Referrals® Mastery Kit - Gold Edition

Referral Success Kit - Gold Edition
In addition to all the great tools you get in the Silver Edition, you get two more powerful tools: 1) Coaching with Bill Cates; and 2) Secrets to Creating Unlimited Referrals® Audio Album. What would your business look like if you got not just more referrals, but also the right kind of referrals? This kit will help you do just that!

Save $907.85 now... Price: $497Add this item to your cartGet more information

Unlimited Referrals® Mastery Kit - Silver Edition


Referral Success Kit - Silver Edition
Here are the basic tools you need to discover how to begin generating referrals from your existing clients – in a way that isn’t pushy, tacky, or begging. At the heart of this kit is our Referral Scripts for Financial Professionals. With this, you’ll always know the right way to plant referral seeds, ask for referrals, back off professionally, and get better introductions.

Save $192.85 now... Price: $197Add this item to your cartGet more information

Bill Cates' Books & Recommended Reading
   

Get More Referrals Now! book by Bill Cates

Get More Referrals Now!
Bill Cates gives you the 4 Cornerstones to building a complete referral-based business. It includes his popular VIPS™ Method for asking for referrals. He also covers strategies to render the Do Not Call Regulation irrelevant.

Why Wait? Order the Digital E-Book to save on shipping costs and get your copy NOW!

Soft cover Book - Price: $16.95Add this item to your cartGet more information
Digital E-book - Price: $16.95Add this item to your cartGet more information

Get a FREE COACHING CALL when you place a bulk order for this book!
Get more information


DKMAS

Don't Keep Me A Secret!
This new book from Bill Cates will give you over 100 ideas and tactics you can use to stimulate more referrals – including real-world examples and best practices. It includes a section on powerful social prospecting methods.

Why Wait? Order the Digital E-Book to save on shipping costs and get your copy NOW!

Soft cover Book - Price: $16.95Add this item to your cartGet more information
Digital E-book - Price: $16.95Add this item to your cartGet more information

Get a FREE COACHING CALL when you place a bulk order for this book!
Get more information


CPA Alliance Kit

CPA Alliance Kit
This popular kit consists of the "CPA Alliance Report" and the audio CD "CPAs: A Referral Goldmine" that shows how to meet and grow relationships with CPAs and other advocates who can feed you with a steady supply of high-quality clients.

Why wait? Get it now and save shipping costs when you order the Digital Version!

Soft cover Book and Audio CD - Price: $59.95Add this item to your cartGet more information
Digital Version (PDF and MP3) - Price: $59.95 Add this item to your cartGet more information


Scripts Book for Financial Professionals

Referral Scripts Book for Financial Professionals
This gives you proven scripts so you know just what to say when asking for referrals, planting seeds, handling referral objections, contacting new prospects, and much more. Also available in e-book format.

Soft cover Book Price: $49.95Add this item to your cartGet more information
Digital E-book - Price: $49.95Add this item to your cartGet more information


Introductions Book

Introductions Journal
This handsome journal serves 3 functions: 1) as a prop that will remind you to bring up referrals (you'll never forget again); 2) a special place to record your referrals, which treats the process with importance; and 3) it gives you many trigger questions to make sure you learn a lot about your new prospect.

Price: $19.95Add this item to your cartGet more information


Inside Sales Management, Secrets to Growing Salespeople and Sales, a book by Mark Wilensky

Inside Sales Management
Inside Sales Management, Secrets to Growing Salespeople and Sales, by Mark Wilensky, is that rare business book which addresses the most challenging situations that managers encounter, often on a daily basis. You'll find vital topics explored and explained with psychological insight and humor.

Price: $16.95Add this item to your cartGet more information

Teleseminars, Webinars, & More
   




Bill Cates' Teleseminars

 

Recorded Teleseminar

Win More Clients through Event Marketing

A Teleseminar with

Bill Cates - Referral Coach International
Maribeth Kuzmeski - Red Zone Marketing

$37 for recording and special reports

To Order Add this item to your cart

Maribeth Kuzmeski will discuss:

  • Referral Appreciation Events - A twist on client - appreciation events
    One advisor generated 101 referrals from a single event.

  • Fund Raising Events - Do good work and develop powerful relationships with high-net-worth individuals
    Advisors are using these events to meet affluent and wealthy prospects.

  • A Niche-Based Seminar - Great prospects actually attend the event! On average, 20 qualified referrals will attend this type of event and the total cost is less than $100!

Bill Cates will discuss:

  • Referral Events that produce referrals.
    He will explain the difference between a client-appreciation event and a referral event and how to maximize both.

  • Classic to Creative - Events that Really Work.

  • The Lucky 7 Event Rules for Event Marketing (to maximize your results)

A Modest Investment

$37 for recording and special reports

To Order Add this item to your cart

Once you order, you’ll get the recording via email with a link to download or listen to at your leisure as many times as you wish. Also you will get the handouts and special reports!

Contact Joy Griffin: joy@ReferralCoach.com  800-488-5464 / 301-497-2200

Get more information



Get Recording of Bill Cates' Past Teleseminars

 

Past Teleseminars - Great Tips Still Available for You

Even though you missed the live calls, you don't have to miss the great strategies.

Many of our past teleseminars are ready to download.  You’ll receive the full program and all of the bonus learning materials. Click the More Info Button for a list and description of the available programs.

Get more information


Referral Coach Radio Show

 

Referral Coach Radio - Hosted by Bill Cates
Listen to Bill Cates reveal referral secrets from the top referral getters in the industry!
Each episode is packed with tips and techniques that could change your business. Learn how to plant referral seeds, become more effective setting appointments with prospects, how to keep your clients safe from the competition and so much more!

Each show is only $9.95 and can be downloaded right away!

To see a list of the shows and to order yours now, see the more info page.

Get more information



Get Recording of Bill Cates' Past Teleseminars

 

Past Teleseminars - Great Tips Still Available for You

Even though you missed the live calls, you don't have to miss the great strategies.

Many of our past teleseminars are ready to download.  You’ll receive the full program and all of the bonus learning materials. Click the More Info Button for a list and description of the available programs.

Get more information


Referral Coach Radio Show

 

Referral Coach Radio - Hosted by Bill Cates
Listen to Bill Cates reveal referral secrets from the top referral getters in the industry!
Each episode is packed with tips and techniques that could change your business. Learn how to plant referral seeds, become more effective setting appointments with prospects, how to keep your clients safe from the competition and so much more!

Each show is only $9.95 and can be downloaded right away!

To see a list of the shows and to order yours now, see the more info page.

Get more information

Audio Programs
   


Prospecting for Quality Introductions

Prospecting for Quality Introductions
This 4-CD audio album shows you how to become proactive in generating referrals from clients. It's almost like being at our renowned Referral Boot Camp for Financial Professionals. This is a perfect self-study program for one or more people (even a small team).

Price: $295Add this item to your cartGet more information
Digital Version (MP3 and PDF) - Price: $295Add this item to your cartGet more information


How to Build a 100% Referral Based Business

How to Build a 100% Referral-Based Business
Yes! It is possible for you to build a thriving 100% referral–based business. Six audio CDs give you our full, proven system. You'll learn how to become more referable; how to network more strategically; how to prospect for better introductions; and how to target a niche for maximum results. Along with the CDs, you get a comprehensive Action Guide that helps you put the system into action. This guidebook will allow you to bridge the gap between what you know you need to do, and what you actually do. Action is the key!

Price: $197Add this item to your cartGet more information


The Referral Explosion

The Secrets to Creating Unlimited Referrals®
Listen to Bill Cates reveal referral secrets from the top referral getters in the industry. In two live presentations and two interviews, Bill gives you one great referral strategy after another. Each CD can also be purchased separately for $24.95 each (see below). Save by purchasing the set.

Why wait? Get it now and save shipping costs when you order the MP3 Download!

4 CD Audio Album - Price: $89.95Add this item to your cartGet more information
MP3 Download - Price: $89.95Add this item to your cartGet more information


Your Blueprint for Referral Success Audio CD

Your Blueprint for Referral Success Audio CD
This audio CD program is the essence of the Unlimited Referrals® Marketing System. Bill reveals his 10-step formula for getting referrals from satisfied clients.

The MP3 format is available NOW and will be sent to you in minutes!

Full-Length Audio CD - Price: $24.95Add this item to your cart Get more information
MP3 Download - Price: $24.95Add this item to your cartGet more information


Secrets of Top Producers Audio CD

Secrets of Top Producers Audio CD
In this Audio CD, taped live at the annual meeting of the Million Dollar Round Table, Bill Cates tells incredible stories and explains critical strategies and decisions that top producers have used to get to the top and stay there.

The MP3 format is available NOW and will be sent to you in minutes!

Full-Length Audio CD - Price: $24.95Add this item to your cartGet more information
MP3 Download - Price: $24.95Add this item to your cartGet more information


Real Reasons Why Advisors Don't Get More Referrals Audio CD

The Real Reasons Why Advisors Don't Get Enough Referrals Audio CD
Bill Cates interviews successful advisor and manager Phil Simonides. Phil has been teaching advisors how to get referrals for years. He'll show you exactly why you're not getting as many referrals as you'd like and what you can do about it.

The MP3 format is available NOW and will be sent to you in minutes!

Price: $24.95Add this item to your cartGet more information
MP3 Download - Price: $24.95Add this item to your cartGet more information


Building a Stronger Referral Culture – Audio CD

Building a Stronger Referral Culture Audio CD
Most producers have not mastered the referral process. Because of this, they are constantly missing opportunities to leverage their client relationships. In this audio CD, Bill Cates shares his proven referral-leadership strategies that will help you build a stronger referral culture.

The MP3 format is available NOW and will be sent to you in minutes!

Price: $24.95Add this item to your cartGet more information
MP3 Download - Price: $24.95Add this item to your cartGet more information

 

Not sure what tools are for you? Click here for help.

Email Joy Griffin

Get More Clients & Make More Money! Subscribe to the FREE E-Newsletter from Bill Cates!

Subscribe to Bill Cates' "Referral Minute" Newsletter for FREE and receive our bonus report "7 Deadly Referral Mistakes." This new report will show you mistakes you could be making right now – and how to avoid them.

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See Bill Cates Speaking

 

 

Referral Abundance Magazine

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The Referral Advantage Program by Bill Cates

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Call us toll-free at 1-800-488-5464 or locally (301) 497-2200.
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