Most programs we bring to advisors combine the on-demand video training contained in The Cates Academy for Relationship Marketing™ with the ongoing guidance and coaching from our Certified Referral Coach™.
The Cates Academy Curriculum Covers:
We can also teach and coach you on strategies such as:
In addition to your personalized training and coaching program, you will also receive:
Let’s start a conversation to see if this is the right fit for you!
Schedule a Complimentary Strategy Call with Bill
Schedule a Complimentary Strategy Call
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