Check Out Bill Cates’ NEW Top Advisor Podcast™
Interviews with Top Advisors for Top Advisors!
The Language of Referrals
GROUP MASTERY PROGRAM
5 Group Coaching Sessions Based on Bill Cates’ Bestselling Book, The Language of Referrals
SESSION #1 – Program Kickoff (30 minutes)
This is a 30-45-minute session to inspire the participants with opportunities this program will open up for them. We’ll briefly cover the six core strategies, provide them with a taste of what’s to come with some quick examples, give everyone their first “assignment.” We usually have time available for some questions and coaching.
SESSION #2 – Coaching (up to 60 minutes)
Prior to this Coaching Session, the participants have read (or listened to) Parts 1, 2, and 3 of The Language of Referrals and are expected to come ready to ask questions and discuss.
- PART 1 | Develop the Right Inner Script: Identify and Remove Limiting Beliefs and Mistaken Assumptions
It’s time to eliminate counterproductive self-talk and perspectives, replacing them with more expansive thinking. Become fluent in the inner language that drives you to confidently bring your value to those who need your guidance. - PART 2 | Become Super Referable: Maximize Client Engagement to Get More Unsolicited Referrals & Introductions
You want to ensure you are as referable as possible. Becoming super referable requires creating more engaged clients – clients who feel good about your value, and who like and trust you. Learn the language of becoming super referable in the eyes of your prospects, clients, and centers of influence. - PART 3 | Promote Introductions: Plant Seeds and Trigger Spontaneous Referrals without Asking
You can encourage the idea of possible introductions quickly in a new relationship, while you work on building a culture of personal introductions over time. Learn the language of promoting introductions in a way that cultivates spontaneous opportunities.
SESSION #3 – Coaching (up to 60 minutes)
Prior to this Coaching Session, the participants have read (or listened to) Parts 4, 5, and 6 of The Language of Referrals and are expected to come ready to ask questions and discuss.
-
- PART 4 | Ask for Introductions: Be Proactive without Pushing, Begging, or Feeling Creepy
You can ask for introductions without looking like “That Creepy Referral Guy.” It’s all about learning a proven process, and gaining the confidence to consistently use it to produce results. Learn the language of asking for introductions in a manner that’s natural, conversational, authentic, and effective.
- PART 4 | Ask for Introductions: Be Proactive without Pushing, Begging, or Feeling Creepy
SESSION #4 – Coaching (up to 60 minutes)
-
- PART 5 | Navigate Concerns & Objections: Explore, Understand, and Reframe
Using Bill’s process, you won’t encounter much reluctance or resistance. However, knowing how to converse with your clients who are reluctant to make introductions – in a non-aggressive and professional manner – will boost your confidence and results. Learn the language of exploring, understanding, and reframing referral reluctance. - PART 6 | Secure an Effective Introduction: Get Connected with Compelling Relevance
Many financial professionals get stuck here and see their results fall short. Your process is not complete until you get connected to your new prospect. Learn the language of introductions to turn a willingness to refer into solid connections with prospects waiting to hear from you.
- PART 5 | Navigate Concerns & Objections: Explore, Understand, and Reframe
SESSION #5 – Coaching (up to 60 minutes)
By this call, we will have expected everyone to try at least some of the strategies and tactics outlined in the book and covered during the previous coaching sessions.
Give your advisors, reps, agents the tools they need to multiply their best clients through referrals and personal introductions! Click below to learn more.
Learn More About How the Program Works
NEW! The Language of Referrals Results Accelerator Guide
A structured study guide that helps advisors discuss, practice, and reinforce the strategies until they become natural habits.
Reinforce the strategies. Practice the language. Produce results.
“A watershed moment in my career was when I picked up a copy of Bill’s book. The way Bill tells a story behind his advice galvanizes the concepts and opens a window on how to immediate implement them into an action plan. My AUC and Revenue has nearly doubled in 3 years.”
Dan Brothers, CFP® (Greater Boston Area)
HOW THE PROGRAM WORKS:
- Each participant will receive a copy of The Language of Referrals in paperback or e-book as well as access to the audiobook edition.
- The program includes a kickoff call and three coaching sessions which will be pre-scheduled at mutually convenient times, typically 1-2 weeks apart.
- As the program gets started, all participants will receive access to 6 short video lessons that mirror the strategies in the book.
- Prior to each session, your advisors will be expected to read and/or listen to the assigned sections of the book, watch the video, and come prepared to discuss, engage, and start producing tangible results. Advisors should expect to invest approximately 90-120 minutes of time into their pre-session assignments.
Only $2,995 for up to 30 participants (as little as $99 per person!)
+ FREE BONUS:
One (1) full year of RapidFire Referrals™ (VALUE: $297 per person)
To make sure that your team retains and implements what they learn during the coaching program, we will give each rep a free 1-year membership in RapidFire Referrals, our popular reinforcement program. Every week for a year, they’ll receive a brief, habit-forming video lesson send via email (or optional text). To learn more about RapidFire Referrals, click here.
Interested in learning more? Ready to get started?
Click below to schedule a call with Bill to see if this program is the perfect fit for you and your team.
Schedule a Call with Bill
“In my 15 years of being an Advisor I have listened to thousands of seminars, podcasts, and books around prospecting and Bill’s approach/philosophy is the best I have ever heard. I’m a huge fan and can’t thank you enough for the impact you have had on me.”
Jonathan Rawlik, CFP®, RICP® (Troy, MI)
P.S. Don’t Keep The Language of Referrals a Secret!
Share the book with your friends and colleagues!
Questions? Ready to Get Started?
Start a Conversation with Bill by filling out the form below or sending Bill an email (BillCates@referralcoach.com)
Bill understands the psychology of getting referrals better than anyone. He gives advisors the tools and confidence to embrace the most important and effective way of growing their businesses. We’ve been using Bill’s training program for years. We’ll be getting copies of his newest book for all our advisors.”
Ed Deutschlander, CEO – North Star Resource Group
