Check Out Bill Cates’ NEW Top Advisor Podcast™
Interviews with Top Advisors for Top Advisors!
(5 Video Lessons – Approximately 5-8 min. each)
This course will show your reps how to sharpen their value propositions to cut through all the noise and barriers in the market, so they can reach & convert more high-level prospects.
(3 Video Lessons – Approximately 10 min. each)
There is a direct correlation between client engagement and referability. Help your team self-generate quality prospects by maximizing engagement during the 3 phases of the Client Experience: the Prospect Experience, New Client Experience, and Ongoing Client Experience.
(3 Video Lessons – Approximately 10 min. each)
In this course, your reps will learn our proven V.I.P.S. Method so that they can be appropriately proactive and start meeting more qualified prospects that turn into clients.
(3 Video Lessons – Approximately 10 min. each)
Referrals by themselves are worthless… you have to get introduced! This course will teach your team how to implement our go-to formula for securing personal introductions, which allows you to produce results while remaining flexible to what works best for the referral source and prospect.
(4 Video Lessons – Approximately 10 min. each)
Upon completion of this capstone course, your team will walk away with a proven formula for converting non-clients (including CPAs, attorneys, etc.) into productive advocates for your business.
(11 Video-Based Scenarios – 30 secs to 3.5 mins each)
Bill Cates demonstrates how to promote referrals, ask for referrals, deal confidently and effectively with concerns and objections, and turn willingness to refer into high-quality introductions.
(12 “Quick-Fix” Videos and Growing – 2-3 minutes each)
If your reps lose focus and get off track, these mini-lessons will give them the “jump-start” they need. Bill starts with a bit of preventative maintenance, and then provides the repair strategy to get them back on the road to more perfect-fit clients.
What’s Included?
Your organization’s membership in The Cates Academy™ includes 1-year of unlimited 24/7 access to:
+ FREE BONUS for your entire team!
Rapid Fire Referrals: “The Habit Maker!” ($197 value)
PLUS – Leadership Tools to Enhance Training & Results
NOTE: Larger organizations with their own intranet or LMS may be permitted to host most of these lessons on their own system. We’re happy to explore that arrangement with you.