Testimonials
William Driscoll
"Bill Cates’ Referral Advantage Program is the best referral system I’ve seen in over 30 years in banking (at all levels). It flat out works!"
William Driscoll – Vice President
M&T Bank – Private Banking – Baltimore, MD
Terry Cole
"Your influence on our Bank is a great success story. In 2007, our refer-a-friend campaign resulted in nearly 2,500 new checking accounts from referrals in two months. In 2008, we ran a similar campaign, after our managers had been trained on your system. This campaign yielded more than 5,300 accounts from referrals; more than double the previous year! You have helped us change our culture and significantly enhanced our sales results."
Terry Cole – Senior Vice President – Director of Marketing
Chevy Chase Bank, a division of Capital One, N.A.
Fred Johnson
"I’m a big believer in your system. As a trainer, I taught much of your system to my reps. The reps who used your techniques always outperformed the others. Now that I’m back in production, I’m using your system to produce great results for myself. Thanks for all your help!"
Fred Johnson – Newport News Business Banking
Bank of America, Newport News, VA
R. Scott Anderson
"The Referral Advantage Program is essential for any banking professional. Bill Cates confronts the issue of why bankers don’t ask for referrals....FEAR! He gives banking professionals a non–threatening, realistic approach to asking for referrals. This system is easy to follow and incorporate into any client relationship."
R. Scott Anderson –
S.V.P. Training and Leadership Development
City National Bank
