A Referral System that’s easy to implement and actually works!
The Silver Edition is a perfect self-study program for financial professionals who are relatively new to the business or just want to be refreshed in the basics of generating referrals.
If you’re training budget is limited, then start here.
At the heart of this kit is our Referral Scripts for Financial Professionals. With this, you’ll always know the right way to
plant referral seeds, ask for referrals, back off professionally, and get better introductions.
Use a Systematic Process to:
Become more referable.
Get more referrals without even asking.
Maximize your natural market.
Gain confidence in all aspects of the referral process.
Maximize Center of Influence relationships.
Turn referrals into an abundant resource for yourself for years to come.
Live a referral lifestyle!
What They're Saying...
"Since I started using the Unlimited Referrals® Marketing 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, plus my staff has grown from 0 to 4 full-time people. It's been phenomenal!
"A large number of our veteran agents are using your system to acquire quality clients on a regular basis.
New agents can learn your system quickly and it contributes to their early success, establishing the proper habits from the beginning. Your system works and it has become and integral part of our culture. I wish we had discovered it sooner."
.................-Ronald Wiese, CLU, ChFC .....General Manager, Mutual of Omaha
"I told a client that I accept new clients and that I would appreciate it if she would not keep me a secret. She immediately thought of her sister who in the past told her she was not happy with her financial adviser. I met the sister at 10:30 AM the following Monday and not only did she come with her checkbook, she invested $1 million with me! Thank you for a referral system that produces incredible results!"
.....................-Larry DeNoia, CPA CFP
"Since introducing the Unlimited Referrals Marketing System into our new associate school, our new associates are getting far more referrals than our veteran associates. The reason for this is that they feel comfortable with Bill's process and language. It is a turnkey program which is easy to implement and results will start immediately.
...........-Dick Cleary, Managing Director ...........John Hancock Financial Network
Referral Fundamentals
(Multimedia Self-Study Program) This powerful tool is a combination of audio, video, and PowerPoint. It's the perfect first step in learning our referral system. This CD-Rom will walk you through the 6 critical strategies to building a referral-based business, including tapping into your natural market and meeting strong Centers of Influence. It also comes with 2 audio
CDs so you can listen to the program on the go. Sells for $195
The Referral Scripts Book for Financial Professionals You’ll never be at a loss for words again! This guide book will teach you how to ask for referrals in a way that’s not pushy and not tacky; how to plant referral seeds; how to back off professionally; how to get introduced; what to
say to new prospects; and so much more! Sells for $49.95
Referral Action Guide Knowledge is important, but pretty useless until you put it to action. The Referral Action Guide walks you through our complete Unlimited Referrals® Marketing System in a way that ensures you begin to put the concepts and tactics into use. This guide is your bridge to being, knowing, and doing. Sells for $49.95
The Introductions Journal This handsome book serves 3 functions: 1) as a prop that will remind you to bring up referrals; 2) a special place to record your referrals, which treats the process with importance; and 3) it gives you trigger questions to make sure you learn the right things about your new prospect. You’ll never forget to ask for referrals again!
Sells for $19.95
Get More Referrals Now! (Soft cover book from McGraw-Hill) Here’s the book that revolutionized how financial professionals approach referrals. Bill Cates gives you the 4 Cornerstones to building a complete referral-based business: Become More Referable; Prospect for Introductions; Network Strategically; Target Niche Markets. This book also includes his popular VIPS™ Method™ for asking for referrals. Sells for $16.95
If you were to purchase all of these items in the Silver Edition separately, your investment would be $331.80. When you purchase the Referral Success Kit – Silver Edition, your investment is only $147. YOU SAVE $184.80!
PLUS –Limited Time Bonus
For a limited time, with your order of the Silver Edition receive a FREE copy of Bill’s new book "Don’t Keep Me a Secret: Proven Tactics to Get More Referrals and Introductions".(Sells for $16.95)
Total Savings=$201.75!
To order, call Sharon at 1-800-488-5464 or buy online below.
Order Referral Success Kit - Silver Edition
Price: $147
Save $201.75
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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and get better introductions. 
"Since I started using the Unlimited Referrals® Marketing 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, plus my staff has grown from 0 to 4 full-time people. It's been phenomenal!
"I told a client that I accept new clients and that I would appreciate it if she would not keep me a secret. She immediately thought of her sister who in the past told her she was not happy with her financial adviser.
