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Create a Referral Explosion™ for Financial Professionals(4 Audio CDs) In 8 compelling interviews, Bill Cates gets top advisors and experts to reveal their best-kept client-acquisition strategies. Interview Topics Included:
Practical, Proven and Profitable Ideas!$119.95 Value – Only available with the
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Total Investment - Only $347 |
Total Savings - $244.75 |
(Payment Options Available – Call Kevin at 301-497-2200)
Invest in your future now!
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Invest in the Referral Success Kit™– Price $347.00 |
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Invest in the Referral Success Kit™ Digital Version – Price $347.00 |
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Add 1:1 Coaching with Bill Cates |
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Invest in the Referral Success Kit™ + Coaching Option – Price $544.00 |
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Invest in the Referral Success Kit™ Digital Version + Coaching Option – Price $544.00 |
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Turbo Charge Your Results!
Add 1:1 Coaching with Bill Cates to your Referral Success Kit™
While our referral system is easy to understand and easy to implement, many financial professionals find value in having a true expert walk along side of them.
Three 20-Minute Telephone Coaching Sessions
Bill Cates, founder of Referral Coach International, will help you
fine-tune your referral process for maximum results. Bring Bill your toughest challenges and hardest questions during your personal coaching sessions. He will help you tailor his proven techniques to your personality and your book of clients. Bill charges his private clients $950 per hour. You’ll find these three 20-minute conversations with Bill to be priceless.
Call #1 - Plan for Referral Success and Implementation
In this session you will discuss a plan for your referral success and get valuable tips from Bill on how to implement this plan, as well as learn how to tailor the Referral Advantage Program® to your business.
Call #2 - Evaluation Coaching
In this session Bill will help you evaluate your results and fine-tune your referral process for maximum success. You will learn from your successes and have your questions answered and any challenges addressed.
Call #3 - Final Review Coaching
This is your chance to discuss with Bill in detail your toughest challenges that you encountered as you progressed through your training. Walk away with your plan to achieve and sustain a high level of success in acquiring new clients through referrals. Get the final encouragement you need to become successful with referrals.
You don’t need to go it alone. Get the help of Referral Expert, Bill Cates.
Add this option to your Referral Success Kit for only $197
$1050 if purchased separately.
(Payment Options Available – Call Kevin at 301–497-2200)
Stop Dabbling in Referrals!
Order the System That Produces Results!
Testimonials
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"The Success Kit has changed my business in so many ways... It’s become automatic for me to be able to ask for referrals... I know that the results speak for themselves. I know where my business comes from. This had lead to real, serious business. And it’s just going to continue to get better and better. I really thank you for the Kit. It’s been great for me." 
"More than anything else the Sucess Kit has changed my mindset. It has greatly improved my thinking; there is never a time that I am not thinking about referrals. So I ask (for referrals) often and if I don’t ask, I plant seeds and I track. How many appointments did I hold and did I plant seeds or did I ask for referrals. How many clients does it cost to pay for the kit? Not even close to one – so it was a no brainer in my mind, I think it is a fantastic tool." 
"I am getting people that have been clients for a long time that have never, ever given me a referral. By brainstorming, there is actually a way to have a conversation with a client that gets them much more involved. Since using the Success Kit I am getting substantially more referrals. The brainstorming is much, much better than just asking for referrals and who do you know. Referrals have become an easier more fluid process." 
"Because of your referral system, I qualified for our Leaders Club my very first year (which was only 6 months long) and every year since. I can honestly say I probably would not have made it had I not been introduced to your system." 
“Since starting The Referral Advantage Program, I've been getting a steady stream of referrals. I recently got a referral to a new client with $6M in assets. He, in turn, referred me to a client with $5M in assets. Using this system, my revenues have grown 5-6 times."
“One simple technique I learned from your program helped us land a referral to a $3M client – without even asking for it. The value discussion strategy works as well as you said it would. Thanks a million. Thanks 3 million!”
“Your referral program has had a huge impact. 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. In the last 6 months since your training, we have acquired 5 new high-level households with assets totaling $10M. ”
“I am having immediate success with your VIPS Referral Method. I used it with a client couple and 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.”
“ I am seeing great success using your strategies – both my own personal production and that of our advisors. I asked my best client ($14M) for a referral to his son – who is now opening a $3M account with me. My advisors are seeing success as well. James Murphy just opened a $500k account using your referral system. You have been a huge help to our branch!”
"On a Friday, I used one of your "planting seeds" techniques with a client. She immediately thought of her sister. I met her sister at 10:30am the following Monday. She arrived with her check book and invested $1M with me! Thank you for a referral system that produces incredible results."
“Your system is working brilliantly for us. We used one of your strategies to revive 3 referrals we thought were dead. And have already set an appointment with one of them. Your strategies have proven immensely helpful.”
“I have gotten more referrals since learning your system than in my 3 previous years as an advisor combined. Last week I used the VIPS Method with a new client. He referred me to 4 high-quality people on the spot. He actually emailed 3 of them to introduce me and personally introduced me to the 4th. Needless to say your method works and continues to work for me.”
“I just used your ‘Agenda’ and ‘Value Discussion’ strategies this morning with a new COI and the meeting was awesome. Your process made me more confident – which affected this COI’s response.
“The coaching program is great! I am absolutely thrilled with the work we did together. I have referred your program to everyone in the office!”
“I was looking for a way to jump start my Wealth Management practice. I needed to develop an approach to provide me with a consistent flow of qualified prospects. I found Bill Cates′ system to be the most thorough and most practical. His approach is very genuine with everything thought out in advance.”
“I would recommend this program to anyone who would like to make new introductions an integral part of their business.”
For Individuals | For Corporations | Hire an RCI Speaker | Referral Store | About RCI | RCI Free Members Area 
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| Call us toll-free at 1-800-488-5464 or locally (301) 497-2200. |
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