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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Not sure what tools are for you?

Contact Kevin Schriver at 301–497–2200 / 800–488–5464

Our Promise


The Referral Champions Self–Study System

This system will give you the tools and the confidence to build a referral-based business and live a Referral Lifestyle!

  • Get More and Better Referrals without Asking
  • Approach Clients for Introductions without Pushing or Begging
  • Turn Introductions into Appointments
  • Maximize your Event Marketing
  • Tap into Lucrative Target Markets
  • And So Much More!

Jump Start Your Client Acquisition Now!

Get the complete story.

The Referral Success Kit

The Referral Success Kit™

Our NEW Referral Success Kit™ will give you the tools you need to start generating an abundance of more and better referrals from your existing clients. At the heart of this Referral Success Kit™ are our two most popular referral tools:

  • Prospecting For Quality Introductions™ For Financial Professionals
  • The Referral Scripts Book™ For Financial Professionals.

Other tools included in the kit are:

  • Secrets to Creating Unlimited Referrals®
  • The Introductions Journal
  • And Bill Cates’ latest book, Don’t Keep Me a Secret!

In combination, these tools will teach you how to get referrals without asking, as well as the right way to plant referral seeds, ask for referrals, back off professionally, and get better introductions. This program is also available in the digital format to watch it now!

What would your business look like if you got more referrals and better referrals than you are getting now? Become a Referral Champion™. Our Referral Success Kit™ will help you do just that!

Invest in your future now!

1:1 Coaching Option Available



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: $59.95 Add this item to your cart Get more information
Digital Version (PDF and MP3) - Price: $59.95 Add 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


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


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

Not sure what tools are for you?

Contact Kevin Schriver at 301–497–2200 / 800–488–5464

Teleseminars, Webinars, & More

   




Bill Cates' Teleseminars

 

Get High Level Referrals from CPAs and other Professionals Digital Download

Conducted by Bill Cates

CPAs, and other professionals, are a great resource for high-level clients. Bill Cates reveals the exact strategies you MUST employ to build trust and gain referrals.

If you receive just one new client from the strategies Bill will tell you about, you’ll pay for this telephone call many times over. Keep using the strategies and you’ll reap a great harvest of referrals.

Your Satisfaction Guaranteed – As with all Referral Coach products and services, if you are not 100% satisfied with this Teleseminar, we will gracefully refund your complete investment.

You will learn how to:

  • choose the relationship model that's best for you.
  • prepare yourself to meet CPAs and other professionals.
  • meet CPAs the right way.
  • grow a relationship that yields great referrals.
  • receive referrals in the best way - to keep the flow going.
  • How you will benefit:

    More Referrals = More Clients Served = More Revenue for You!

    Digital Download Price: $37Add this item to your cart

    Get more information


    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 Kevin Schriver : kevin@ReferralCoach.com  800-488-5464 / 301-497-2200



    Get Recording of Bill Cates' Past Teleseminars

     

    Getting More Referrals Webinar
    How to Ask for Referrals without Pushing or Begging!

    In this webinar with referral expert Bill Cates, you will learn:

    • When to ask for referrals, and not a minute before.
    • A fool-proof formula for when to ask new clients for referrals.
    • A simple, 4-step method for asking for referrals without pushing or begging.
    • Diffusing referral objections and backing off with grace and confidence.
    • And a lot more!

    PLUS – 2 Special BONUS Reports

    Add this item to your cart

    Get more information



    Bill Cates' 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


    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

     

    Not sure what tools are for you?

    Contact Kevin Schriver at 301–497–2200 / 800–488–5464

    Email Kevin Schriver

    Featured Content

    See Bill Cates' Promotional Speaking Video

    Referral Abundance Magazine

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    Free Copy

     

    The Referral Advantage Program by Bill Cates

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