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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Check Out These Past Teleseminars  - Filled With Great Strategies

4 Strategies to Become a 100% Referral-Only Advisor

Yes!  It is possible to build a thriving 100% referral-based business.   Bill Cates will show you how. This is a practical and tactical look at actions you can take today to reach that goal. And, if you’re already referral based, but want more and/or better referrals, you need this program.

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Building Your Business in This Volatile Market

It’s only natural that you might be finding yourself playing a lot of defense these days – keeping your current clients loyal. But you can’t forget about sending your offense on to the field. This is a time when people change advisors. This crazy market is an opportunity! An opportunity to be there for your clients and an opportunity to be referred to new clients looking for someone who they can trust.

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Turning CPAs Into Referral Alliances

There are some prospects you will only reach through their CPA. Here's a chance to create a conveyor belt of great referral through alliances with CPAs. This has to be a part of your marketing plan!

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Maximize Your Referral Events and Social Prospecting to Meet High-Level Prospects

Our research indicates that there is a significant percentage of quality prospects who would prefer to meet you in a social setting before sitting down with you to talk about their finances. If you aren’t using Social Prospecting strategies to meet and acquire high-quality clients, then your business is not as successful as it could be.

Are you doing everything you can to incorporate this important strategy into your business model?

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Get Better Introductions to Your Referral Prospects

When you get referrals, are you getting quality introductions to you new prospects? In today’s environment of Do-Not-Call, Caller ID, etc., introductions have become more important than ever before.

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As always, we are ready to help you with any questions you have about this, or any of our other programs. We can be reached at 800.488.5464 or vial email at info@referralcoach.com

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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