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Interviews with Top Advisors for Top Advisors!
But… it doesn’t have to be this way! Industry client-acquisition experts Bill Cates (The Referral Coach) and Gail B. Goodman (The Phone Teacher) have teamed up to bring you this comprehensive, on-demand, and easy-to-implement video training program that will give your new reps the tools needed to hit the ground running by creating a perpetual flow of referrals & appointments.
Schedule a Call + Demo
On-Demand Video Training Program
Referrals and Appointment-Setting Skills for Financial Professionals
You invest a lot of time, money and energy into your new team members. So, it’s certainly frustrating when they aren’t successful.
This is why industry experts Bill Cates and Gail Goodman have joined forces to bring you a proven training program that will help you avoid the heartbreak of losing promising new financial professionals. Put The Phone Teacher and The Referral Coach on your staff with this comprehensive, video-based training program, specifically designed to help newer financial professionals develop the foundational skills they need for success.
“The alliance between Bill Cates and Gail Goodman is rocking this industry! Both of them are an important part of our training curriculum – putting our people in position for success. Gail and Bill are legends in our industry for one simple reason – their systems work!”
With Bill Cates, CSP, CPAE | Referral Coach International
With Gail B. Goodman | The Phone Teacher
1-Year of access to the full training program is $2,999 for 15 participants + $99 per each additional participant. This includes a 30-minute “Implementation Session” with either Bill or Gail to help your leadership team plan how you will roll out the training.
Optional Coaching Add-On:
You WILL See Results … We Guarantee It!
We are certain you will find great value in the focus, coaching, teaching, support, accountability and results delivered this on-demand video course. However, if at any time you are not satisfied with the program, we will refund 100% of your money.
When you consider the cost of losing just one candidate, a small investment in helping your rookies get more referrals and set more appointments is a no-brainer.
“My firm started working with both Gail Goodman and Bill Cates prior to the start of the pandemic lockdowns. They helped our advisors thrive in the most uncertain of times. Gail and Bill are perfect bookends to any advisor’s client creation process. Any sales process could be used, but without Gail to help get prospects and Bill to help build referrals, you are putting your business at risk.”
Knowing that you and your newer people have a lot on their plate, we have laid out a 7-week action plan that will allow you to train your financial professionals a little bit each week.
Ideally, each financial professional should allocate 90 minutes per week for their self-study. We recommend you meet with the folks going through this training once per week (as a group).
We are happy to accommodate this request. Contact Bill or Gail about this.
You will be investing in a 12-month license that can be renewed from year to year.
About Gail B. Goodman
Gail has been recognized as the financial services industry premier appointment-setting trainer. For over three decades, she has created the most up-to-date training materials which accurately reflect our phoning culture. Her recent book, “Modern Appointment Setting” was written to help all salespeople and managers to adjust to the era of robocalls and no one picking up their smartphones.
We all need to know how to coordinate technology, phone calling and face-to-face marketing into a modern approach. Gail’s training has always been ahead of the changes by offering the best phone techniques and scripts.
Gail lives on a horse farm outside of Nashville with her husband and too many animals.
About Bill Cates, CSP, CPAE
Bill works with financial professionals to speed up their growth without increasing their marketing budget. They tap into Bill’s proven process to multiply their best clients through introductions from clients and Centers of Influence (such as CPAs and attorneys), communicate their value proposition more effectively, and create a reputation in a profitable target market.
Bill is the founder and CEO of Referral Coach International, as well as the author of four best-selling books, Get More Referrals Now, Don’t Keep Me a Secret, Beyond Referrals, and Radical Relevance. Bill is a highly sought-after international speaker and coach, as well as the founder of The Cates Academy for Relationship Marketing™.
Schedule a Call + Demo
Ready to get started? Still have a few questions?
Let’s start a conversation!