Are any of these scenarios true for you?
- You and your team want more efficient & effective ways to find ideal clients.
- Your firm is doing well, but you know you could be doing much better.
- You and your team are sitting on a goldmine of satisfied clients and want a process that produces a more predictable flow of high-quality introductions.
- You and other team members want to get referred up to higher-level clients.
- You’ve hired junior advisors and you want them to produce more results.
- You want everyone to be on the same page with communicating your value.
- You and/or your team would like to hone in on a clear target market.
- You’d like more free time to do some of the other things you love to do.
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:
- Communicating Your Value More Effectively
- Becoming Super Referable to Generate Unsolicited Referrals
- Using a Proven Process to be Appropriately Proactive
- Turning Referrals into Effective Introductions & Appointments
- Forming Productive Relationships with Centers of Influence
We can also teach and coach you on strategies such as:
- Targeting Profitable Markets
- Hosting Client-Appreciation and Special Invitation Events
- And more!
In addition to your personalized training and coaching program, you will also receive:
- Invitations to Group Coaching Calls with Bill Cates, CSP, CPAE
- Enrollment in our Rapid-Fire Referrals Video Reinforcement Program (1 full year of reinforcement)
Schedule a Complimentary Strategy Call
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