10 Strategies to Jump Start Your Client Acquisition

A Self–Study System Guaranteed* to Produce RESULTS!

Are you tapping into your referral goldmine?

93% of financial clients said they would continue working with their advisors.
91% say they were comfortable giving referrals.

Advisor Impact, 2010 Economics of Loyalty survey of more than 1,000 clients.

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

• Master the Law of Perpetual Revenue™
• Raise your Referability Factor™ to get more referrals without asking
• Become super referable on your very first appointment.
• Learn the difference between a client–service plan and a client–service promise
• Tap into the referral power of business friendships
• Get 7 simple strategies to get even more referrals without asking
• Approach clients for referrals without pushing or begging
• Get confident with referral objection without being pushy
• Know how to back off your request in a way that stimulates referrals later
• Turn simple referrals into engaged introductions – that stick
• Learn how to receive referrals in a way that will encourage even more
• Approach your new referral prospects in a way that leads to an appointment
• Meet CPAs and other professionals and turn them in to effective referral sources
• Get confident and effective with your networking efforts
• Maximize your event marketing strategies for more high–level clients
• Learn the secrets for tapping into lucrative target markets
• Live a referral lifestyle where great prospects are calling you!

Praise for Bill Cates’ Referral System

Order the Entire System Today and Receive these 3 Bonus Items

	Referral Scripts Book – $197.00 Value Never Be at a Loss for Words Again. Not Sold Separately This guide will show you exactly what to say to: Promote referrals. Ask for referrals. Handle referral objections. Turn referrals into introductions. This guide also provides templates on how to ask for referrals through letters and get introduced through email. With the many sample conversations provided, you’ll find the words that work best for you and your clients.
	Introductions Journal – $19.95 Value Serves as a constant reminder to ask for referrals. Increases your confidence in the whole process. Validates the process for your clients. Prompts you to ask the kind of questions that upgrade the quality of the referrals you receive. Serves as a record allowing you to keep track of your referral activity and measure results.
	Create a Referral Explosion Audio Program – $119.95 Value Not Sold Separately In 8 compelling interviews, Bill Cates gets top advisors and experts to reveal their best–kept client–acquisition strategies. Interview Topics Included: Articulate your value with confidence (Leo Pusateri) Honesty sells (Steven Gaffney) Become more referable (Mark Delton) Your bottom 40 (Travis Chaney) Set more appointments (Gail Goodman) Enhance your branding (Peter Montoya) Face-to-face marketing (Phil Simonides) Social prospecting (Al Fox)

Increase your ROI	Share the Investment	Study with a Buddy!
Your results will be multiplied and your investment will be cut in half if you team up with a colleague to learn our system.

A Modest Investment for Big Results The Entire System + Bonuses $997 If purchased separately $1806.90 Save $809.90
PAYMENT PLAN: Split your investment into 2 payments. Contact Kevin Schriver 301.497.2200

Order Individually if You Prefer

	STRATEGY #1 Embrace a Powerful Referral Mindset & Articulate Your Value with Confidence Recognize & Leverage Your Abundant Referral Opportunities	$147
	STRATEGY #2 Enhance Your Referability Factor™ Get More Referrals without Even Asking	$147
	STRATEGY #3 Promote Referrals (Plant Referral Seeds) A Gentle Way to Stimulate More Referrals	$147
	STRATEGY #4 Ask for Referrals with Confidence (VIPS Method™) You Won’t Look Needy or Pushy	$147
	STRATEGY #5 Diffuse Referral Objections (Softly) Learn to Back Out of Your Request with Grace	$147
	STRATEGY #6 Receive Referrals Properly Stimulate Even More Referrals from Your Source	$147
	STRATEGY #7 Expand & Leverage Your Natural Market New Client Opportunities Are All Around You	$147
	STRATEGY #8 Maximize Your Event Marketing Meet Higher-Level Prospects in Social Settings	$147
	STRATEGY #9 Get More Clients from CPAs and other COIs A Proven Formula for High–Level Introductions	$147
	STRATEGY #10 Contact Referral Prospects Set More Appointments that Stick	$147

Frequently Asked Questions

For whom is this multi-media training system designed?

The Referral Champions Multi-Media Training System is designed for all types of self–motivated financial professionals who are in a client–acquisition mode; financial professionals who want to build a business based on how their clients want to meet them – referrals and other relationship strategies.

Should the videos be watched in a group or individually?

This multi-media training system is designed to be experienced individually, with a referral buddy, or in a very small team (2-6). The ideal is with a referral buddy. (Split the investment with a buddy or order a second program at a 50% discount.) If you are interested in training 4 or more people (up to hundreds or thousands), you will be better served to use our Referral Advantage Video-Training Program. Go to: www.ReferralTraining.com

Can I buy the strategies individually? And is there a payment plan?

Yes, of course. However, you will save a substantial amount of money, as well as receive the 3 bonus items if you invest in the entire program at once. You can split your investment into 2 payments. To do so, contact Kevin Schriver : kevin@ReferralCoach.com 301.497.2200

Do the audio CDs contain different content than the DVDs?

The content is the same. We’ve provided the audio version of the strategy so that you can learn and reinforce the strategy while driving to and from your office or to client appointments. You can also share these audio CDs with members of your staff who will be playing a role in the increased referability of your business and your efforts to be more proactive for referrals.

What is the time frame for going through the program? Should the videos be watched in order?

There is no perfect way to go through this system. Everyone learns differently. We recommend you review and begin applying Strategies 1-6 as quickly as you can. You may want follow Strategy #6 with Strategy #10. Then watch the other strategies at your own pace. Be careful not to attempt to implement too much too quickly. Strategies 1-6 and 10 can be incorporated into your business quickly.

How long will it take to produce results?

As you would imagine, experiences vary. However, many financial professionals experience almost immediate results. The good news for you is that you don’t have to apply every part of the system to begin reaping the rewards - in terms of more referral prospects who turn into new clients. Just employing the value-discussion strategy or planting referral seeds strategy can begin to yield immediate results.

One of the best things you can do to begin producing results is to create your Referral Action Plan. As you watch the videos and/or listen to the audio CDs, begin to create your plan of action. And then find someone – a colleague, associate, manager, or business friend to hold you accountable to your plan. Brainstorm situations with them. And have fun celebrating your successes.

Our client acquisition system will work for you, if you work the system. Check out the testimonials included in this website. The evidence is clear. And with our iron-clad guarantee, you have nothing to lose.

Which is better, the Referral Champions Multi-Media System or your Referral Champions Boot Camp?

Our experience is that people learn differently. For some, a live, interactive, session works best. For others, a self-paced, self-study (or study-with-a-buddy) program is best. What resonates as best for you? We typically host 2 Client Acquisition Boot Camps per year. If you don’t want to wait for the next boot camp, then invest in this video training program now. If after you’ve worked with the system and feel you need the boost a live session can provide, then call our office and we’ll arrange a special tuition for you – as the owner of the Referral Champions™ Video–Training Program.

Why Bill Cates

No one on this planet is better at helping you get more and better clients through referrals than Bill Cates, CSP, CPAE. Bill has broken down all aspects of the referral process into simple and real-world steps that anyone can implement for great results. Rookies get the right thinking and habits from the start. Veterans jump start their client acquisition to attract just the right amount and type of client they desire.

Bill has personally trained and coached over 50,000 financial professionals in his system since 1995.

• Author of "Get More Referrals Now!" (McGraw–Hill)
• Author of "Don’t Keep Me a Secret!" (McGraw–Hill)
• Creator of "The Referral Advantage Program®"
• Creator of "The Referral Champions™ System"
• MDRT Main Platform and Breakout Speaker
• Referral coach to many of the top advisors in the industry.

What makes Bill (and his system) different?

1. Bill helps you recognize and eliminate the limiting beliefs and mistaken assumptions that may be holding you back from full referral success.
2. Bill teaches his proprietary VIPS Method™ that is recognized in the industry as the best way to approach clients for referrals without begging or pushing.
3. Bill helps you become comfortable with the referral objections that come up from time to time and teaches you how to back off the request with confidence and grace.
4. Bill shows you how to turn a referral into a solid, engaged introduction that sticks.
5. Bill gives you the tools to convert introductions into appointments and appointments into clients.

Check out the praise from advisors, much like yourself, that have been given for Bill and his system.

Increase your ROI	Share the Investment	Study with a Buddy!
Your results will be multiplied and your investment will be cut in half if you team up with a colleague to learn our system.

A Modest Investment for Big Results The Entire System + Bonuses $997 If purchased separately $1806.90 Save $809.90
PAYMENT PLAN: Split your investment into 2 payments. Contact Kevin Schriver 301.497.2200

Iron–Clad Guarantee! We want you to be 100% satisfied with your investment in the Referral Champions™ Multi–Media System. That’s why we offer a full–year, Iron–Clad guarantee. Not 30 days, not even 90 days. You have 365 days to evaluate they system. If you are not completely blown away with this system and the results you’ll be producing, simply put the materials back in the box and send it back to us. We’ll happily refund your entire investment including your return domestic shipping. Now that you know there is absolutely no risk involved you can get started now and be on your way to getting more and better clients through referrals and other relationship marketing strategies.

See if this program is right for you. | Contact Kevin Schriver | 301.497.2200