A perpetual flow of referrals and appointments is the lifeblood of any successful business.
Despite popular belief, you CAN build a thriving referral-based business early in your career. Watch the video above or scroll down to find out how this comprehensive, on-demand, and easy-to-implement training program from Bill Cates (The Referral Coach) and Gail B. Goodman (The Phone Teacher) will teach you how to do exactly that.
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A Video-Based Training Program Covering Referrals and Appointment-Setting Skills for Financial Professionals
Presented by Bill Cates & Gail B. Goodman
Let’s face it … the client acquisition process is challenging for everyone these days, but especially for new financial professionals. This is why industry experts Bill Cates and Gail Goodman have joined forces to bring you a proven training program that will help you create the foundation you need to create long-term, career-building success.
Put The PhoneTeacher and The Referral Coach on your personal coaching team with this comprehensive, on-demand, and easy-to-implement training program, specifically designed with you – the newer financial professional in mind.
+ FREE BONUS!
Special Invitation to 3 group coaching calls with Bill & Gail.*
– Bring your toughest referral getting and appointment setting challenges to this call.
– Get your questions answers. Get unstuck. Get inspired and reenergized.
* Calls will be scheduled a minimum of 30 days in advance (so you won’t miss them) and will be recorded for later access.
Build your business on a strong foundation of generating referrals and setting more appointments.
One new client will cover your initial investment. Your income will compound from there!
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.
What is the value of acquiring even just one new perfect-fit client for your business? Now, ask yourself this: What do you have to lose?
We have laid out a 7-week action plan that will allow you to make consistent progress without overwhelming you or taking time away from other important activities. With that said, since you will have access to these courses for up to one full year, you can take whatever pace you like and revisit the lessons as often as you like.
If you follow the 7-week action plan, you should allocate about 60 to 90 minutes per week for self-study. We recommend you encourage at least one colleague to also enroll in this program – to learn and succeed together. If you do that, you should think in terms of allocating another 30 to 60 minutes per week for discussions and practice.
While this program is directed at newer financial professionals, the strategies and methods can be applied to any level of tenure and success. If you believe this program is just not a fit for you, you can do one of two things: 1) Transfer your membership to another financial professional, or 2) Request a refund. For either choice contact our office. A membership transfer will be done at no charge. A full refund will be issued, less a $50 processing fee.
While this program is designed for individual self-study, you can increase your chances for success by going through the program with at least one other colleague. But don’t delay your decision today, by waiting to find someone else. Make the investment. Get these tools into your hands as quickly as possible. The find one or two colleagues to make a similar investment. You will learn, grow, and succeed together.
Many experienced advisors are successful because they have created good habits and are consistent. However, when times change it’s important to update your habits around critical skills like appointment setting and getting referrals. Updating and improving your verbiage on the phone, and in person, will absolutely yield more success. Gail and Bill give highly specific wording for getting appointments and introductions, which might be more modern than what you learned as a rookie.
We work with many companies and managers to support the training they provide. However, we all know that another voice can reinforce the training you have received at your company. Bill and Gail go into more detail around these two topics because that is what they have focused on for decades. Their training with not conflict with what you’ve been told, but rather, enhance it.
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™.
Questions? Let’s Start a Conversation