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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The Referral Coach Store

Great Tools to Help You Get More Referrals
and Turn Those Referrals into New Clients

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and Results
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Referral Fundamentals Referral Success Kit Referral Champions

Books Multimedia CPA Kit Audio Webinars

Bill Cates' Books & Recommended Reading

   

Beyond Referrals

Beyond Referrals

How to Use the Perpetual Revenue System™ to Turn Referrals
into High-Value Clients

Referrals are great, but they’re not the end game. In this revolutionary look at referral selling, Bill Cates introduces you to his Perpetual Revenue System™. Follow the four simple, yet profound, strategies of this system and you will never lack for quality prospects that turn into quality clients.

More Introductions! More Appointments! More Clients!

For a limited time, get Bill Cates’ Special Report
"Classic Marketing Mistakes to Avoid"

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

Soft cover Book - Price: $18.00Add this item to your cartGet more information
Digital E-book (PDF Format) - Price: $18.00Add this item to your cartGet more information

Digital E-book (ePub format for iPads and similar devices – NOT Kindle) - Price: $18.00
Add this item to your cartGet more information

For Kindle version CLICK HERE



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


Books Multimedia CPA Kit Audio Webinars

Multi–Media Referral Tools


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 get 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


Books Multimedia CPA Kit Audio Webinars

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




Books Multimedia CPA Kit Audio Webinars

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 Us  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


    Books Multimedia CPA Kit Audio Webinars

     

    Not sure what tools are for you?

    Contact Us at 301–497–2200 / 800–488–5464

    Watch Bill Cates promotional videos

    Al Fox

    Financial Advisor
    Cherry Hill, NJ

    "Your referral program has had a huge impact on our practice. Your system has been a permission slip for us to talk to our clients about the experience they have had with us and then have them share that experience with others. I wish we had discovered this sooner."

    James Wendlandt

    Financial Professional
    Austin, TX

    "I’m having the best year of my career. I’m getting more and better referrals using your strategies. I went through the 4–step process with a client. Before I could do anything else, he was on his computer – printing out a list 10 business owners he was going to introduce me to. The bottom line is your system works."

    Robin Wolff, LUTCF, CLTC

    Financial Planner
    Miami, FL

    "I took your video training a month ago and I have been very successful using your method. In the past month I have received 12 qualified introductions and have already set 7 appointments. I am having so much fun with this."

    Anne McCollom

    Financial Advisor
    Phoenix, AZ

    "Bill Cates’ referral system is easy to use and really works! The very first time using Bill’s value–discussion strategy, a client volunteered a referral that has led to a $1.3m client. Bill Cates has opened my eyes to what’s possible for me using his referral system."

    Kenny Horowitz

    Financial Advisor
    New York, NY

    "Your referral system is great and has resulted in many new clients and a substantial increase in my yearly revenue. Per your suggestion, I gave one client a ’thanks for the referral gift’ and he gave me 12 referrals next time we met for lunch."

    Bruce Anesi

    Financial Advisor
    Guilford, CT

    "Right after your last training session , I had a client appointment. I added "Value Discussion" to my agenda – as you teach. Before I could get to the "P" part of your VIPS, my client had already given me the name of one of her colleagues. This stuff actually works! You’ve really built my confidence with referrals."

    Larry Briskin

    Financial Advisor
    Maple Lawn, MD

    "Since I started using your system, I’ve been getting a steady stream of referrals. I recently got a referral to a new client with $6 million in assets. He, in turn, referred me to a client with $5 million in assets. With the use of this system, my revenues have grown 5–6 times. It’s been phenomenal."

    Mike Morger

    Financial Advisor
    Cincinnati, OH

    "I am having immediate success with your VIPS referral process. I used it with a client couple who I have been working with for 2 and a half years. It opened the flood gates. They gave me 8 introductions. They offered to write both a letter of introduction and call the ’referrals’ too! Thank you. Thank you. Thank you."

    Andre Duffie, CFP, CRPC

    Financial Advisor
    Wilmington, DE

    "Your approach to referrals is a breath of fresh air compared to the old–style methods. Your value discussion strategy alone has produced referrals for me. Using your referral system, I’m not only getting more referrals, I’m getting the right kind of referrals. I can’t thank you enough!"

     

    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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