Most veterans get “passive referrals.” That’s because they are referable. Imagine what could happen if they became even more referable and then appropriately proactive.
The Referral Champions™ Coaching Program will help your advisors focus on the actions that produce results. They’ll learn a proven, systematic approach to referrals and introductions and then gain the confidence to use it!
Receive ongoing coaching and support that will create lasting habits. This top advisor coaching program is available in one-on-one and small team formats.
Even your top producers operate with mistaken assumptions, and lack of confidence in certain areas – holding them back from their true potential. Top Producer Coaching will help your top reps or those on their way there – to realize gaps in their awareness and actions – and give them the tools to produce even better results.
“Bill Cates’ system has helped me become more comfortable with referrals. With this system, I’m making sure I always provide value and use his VIPS Method. I’ve gone from 2-4 referrals per week to 12-15 per week, yielding a 50% increase in revenue production.”Richard Hall
“This system has allowed me to radically step up my referral results. Using the VIPS method for asking, my insurance production is up 300% this year over last year. Next year I expect a 600% increase. This is huge!”
“Since starting Bill’s introductions process, we have acquired 30 new clients through referrals in just six months– netting us 1.5 million in new assets under management in the last quarter.”
Lake Elmo, MN