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The Cates System for Relationship Marketing™ Delivers Real Results for Individuals and Organizations
Over the past 25 years, Bill Cates – Hall of Fame speaker, author & coach – has helped thousands of financial professionals and firms to tap into exponential growth by:
- Focusing Messaging
- Maximizing Client Engagement
- Leveraging Relationships
How to Work With Us
“After learning Cates’ system, my business
grew 60% over the previous year.”
Michael Barratt, Financial Advisor
Des Moines, IA
Why We Do What We Do
Financial professionals who are dissatisfied with their growth underperform when it comes to acquiring clients through referrals and introductions. There’s a gap between where they are and where they want to be. Our mission is to help our clients fill this gap to become even more productive. The underlying theme to all our work is “courage.” The courage to try new ideas, take new actions, and to expand results.
What We Do
Founded by Bill Cates, CSP, CPAE, Referral Coach International will work with you to increase your revenue without increasing your marketing expenses. This is possible by using a proven process to multiply your best clients through referrals and introductions, and to attract more Right-Fit Clients™ by communicating more relevant and compelling value.
The Bill Cates Relationship Marketing System™ is a comprehensive, client-centered approach that creates strong client engagement, consistent leverage for new opportunities, and solid connections that lead to new business. We help you build a culture of leverage and value that bring you exponential results.
How We Do It
Referral Coach International has a variety of ways to deliver and reinforce our systems to produce tangible results:
- Onsite, Live Presentations (keynotes, seminars, and workshops)
- Virtual Presentations
- On-Demand, Video-Based Training Program, including The Cates Academy™
- Coaching and Consulting
- Corporate Licensing Programs
- Reinforcement Tools and Systems
How The Cates System™ Impacts Your Current Selling Process
The Cates System for Relationship Marketing™ will enhance the effectiveness of your current selling process because you’ll be meeting more high-qualified prospects under the most favorable circumstances.
How You Benefit:
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- Increased client acquisition (quantity and quality)
- Decreased marketing costs
- Increased profitability
- Increased rep/agent/advisor retention
- Greater client satisfaction, engagement, and loyalty
How to Work With Us
What Makes Referral Coach International Different?
Many companies profess to teach a referral process and how to communicate one’s value.
Only Referral Coach International (RCI) delivers a comprehensive and systematic approach to building a culture of sustained growth through communicating more relevant and compelling value, as well as generating referrals and personal introductions.
Only Referral Coach International has the Bill Cates Relationship Marketing System™. Not only does RCI teach proven strategies and methods, we also help your organization break through the limiting beliefs, mistaken assumptions, and psychological barriers that hinder a full commitment to growing your business based on how your clients would prefer to meet you – through a recommendation from someone they already trust.
Bill is the author of four bestselling books: Don’t Keep Me a Secret, Get More Referrals Now, Beyond Referrals, and his popular new release – Radical Relevance. Bill’s books provide a great opportunity to get acquainted with his relationship marketing system before moving onto our other training programs.
Who Benefits From Our Work
Over 300,000 professionals have benefited from learning the Bill Cates Relationship Marketing System™. Here are a few of the many companies (and their field force) that have benefited from utilizing Referral Coach International’s acclaimed methods:
| Advisor Group
Allstate Insurance Ameriprise Financial Bank of America Bank of Charles Town Banker’s Life Capital One Bank Cetera Commonwealth Financial Edward Jones |
First Command
Landmark Bank Lincoln Financial LPL M&T Bank Mass Mutual Merrill Lynch Money Concepts Morgan Stanley Mutual of Omaha New York Life |
Northwestern Mutual
Ohio National Penn Mutual PNC Bank Provident Bank Prudential Schwab Investments Thrivent Financial UBS Financial Wells Fargo |
Here’s How to Get Started
The best way to get started is to give us a call or send us an email. We will learn more about your situation, your challenges, and your goals. If we feel we can help you produce the significant results you want, we’ll tell you why and how. Then, together, we’ll craft a program that will accomplish your goals.
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“After learning Bill Cates’ system, I doubled my income that same year. The following year I grew by another 40%. This system works! I highly recommend learning everything you can from Bill Cates.”
Aquiles LarraNew York, NY -
“The confidence I’ve gained using Bill’s process has been amazing. On my very first appointment after going through Bill’s program, I obtained two solid introductions – both of which converted into new clients.”
Zoe BonetHouston, TX -
“Cates’ program has had a huge impact on our business. We have acquired 5 new clients worth $10 million. The results have been remarkable. I only wish we had learned Bill’s system sooner.”
Al FoxMt. Laurel, NJ
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