A Comprehensive Video-Training Program for Financial Professionals

More Clients through Referrals and Personal Introductions

Rookies learn the right strategies from the very start of their career.

Veterans use this proven system to help them leverage their book of loyal clients.


Module 1 – Prospecting for Introductions

  • Embrace a Referral Mindset
  • Promote Referrals by Planting Seeds
  • Remove Barriers to Asking
  • Use the VIPS Method™ to Ask
  • Turn Referrals into Solid Introductions
  • Create an Action Plan for Results
  • Approximately 5 Hours of Highly Interactive Training and Practice
  • Available in DVDs or Web-Based Video

5 Additional Training Modules

Course Materials


Leaders Kit

  • Coaching Guide (Facilitator’s Guidebook)
  • 2 Training DVDs
  • Role Play DVD – Have all the role play video segments available for reinforcement sessions.
  • Audio CD – Building a Stronger Referral Culture
  • 3 Results Kits – To train your leadership team first.
  • Unlimited telephone coaching with Bill Cates for your Program Facilitators


The Referral Results Kit – For Each Participant

  • Referral Training Success Guide (workbook and reference guide)
  • The Referral Scripts Book (to help them find their own words)
  • Enrollment in our Rapid Fire Referral Program for reinforcement, implementation, and results
  • The Introductions Journal (reminds them to ask for referrals and treats the process with importance)
  • Reinforcement Audio Program “Your Blueprint for Referral Success”
  • Reinforcement Video “Diffusing Referral Objections”

Now Included in Referral Advantage Program ™

Bite-Sized Learning for Sustainable Results
After their initial training, your reps will begin receiving short, engaging, video-based reinforcement lessons twice per week for one full year.

104 brief and brilliant lessons delivered over the course of one year.


Do you have questions?


What’s your investment?

  • Affordable
  • Effective
  • Easy to Implement


“Bill Cates’ program has completely revolutionized the thought patterns of our reps. His referral system helped us become the number production agency in our company.”

bill-cates-testimonial-bruce-davison2Bruce Davison
Strategic Financial Concepts
Wichita, KS

“No one understands or teaches the referral process like Bill Cates. We’ve used Bill’s live training, video-based training, and for webinars. The results are indisputable!”

bill-cates-testimonial-georgette-gellerGeorgette Geller
Executive Vice President
New York

“I’ve been a fan of Bill Cates’ Referral Advantage™ Program for years. When I learned of his Video Referral Training, I jumped at the opportunity to bring this proven system to more of my advisors.”

bill-cates-testimonial-phil-simonidesPhil Simonides
Group Vice President
Tysons Corner, VA

1 Simple Step

Click the button to send
Bill Cates a personal message

1. Is this Program Right for You?
2. How will Bill Cates Help You Get Started and Sustain Results?


The Road to a Thriving, Profitable,
Referral Culture Starts Here