Recommended Resources

Listed below are companies whose products and services are aligned with the concepts and strategies that we teach at Referral Coach International. These fine companies may prove to be great resources for you in your efforts to build your business. For more information, contact us directly at 301.497.2200.


Hoopis
Performance Network

Hoopis logo

The Hoopis Performance Network provides innovative sales training & leadership development resources to financial professionals worldwide. These field-tested resources have been developed from over 40 years of industry leading experience in our very own “living laboratory.”

Web site:  www.hoopis.com


Send Out Cards

Send Out CardsCheck out this new greeting card service. In less than 60 seconds, you can choose a custom card, add a personal photo, write your heartfelt, inspirational, or cheerful message and click send. Click their logo to see how easy this is!

Web site: www.sendoutcards.com/billcates


ConsulTel, Inc.

ConsulTel, Inc.ConsulTel, Inc. is a telephone skills training company, specializing in seminars, workshops and coaching sessions for financial services professionals. The company offers in-house programs, ranging from 3 hours to two-day events. Industry specific training materials are available, including a two-hour training CD and a scripts book for insurance/financial professionals. The president, Gail Goodman, has been a telephone trainer for over twenty years and her corporate clients are some of the most prestigious financial companies in the US : New York Life, State Farm, AXA Advisors, Mass Mutual, and The Guardian.

Website: www.phoneteacher.com


Producer’s Web

ProducersWEB.com is the Premier Online Destination for Financial Professionals! Membership is fast and absolutely FREE, and provides enormous benefits including access to our best-of-breed original content, tools and resources. Membership also includes a subscription to ProducersLIFE, the industry’s leading e-Magazine. Delivered directly to your inbox once per week, ProducersLIFE is your weekly source for news, sales ideas, hot, new products and the very best content and media in the industry! Each weekly issue of ProducersLIFE is sent to over 140,000 active insurance and financial professionals, providing the timeliest source of critical information available anywhere.

Website: www.producersweb.com


Dynamic Directions

Dynamic Directions offers coaching and consulting services on a one on one basis with qualified financial advisors and their team members and customized workshops and speaking engagements for financial service companies. Dynamic Directions provides financial advisor coaching and consulting services in the following areas: Building Affluent Investment Line Ups, Attracting Affluent Clients through a Magnetic Marketing Plan, Team Building, Building a Client Experience Timeline, Business Planning, Professional Development, Integrating Behavioral Coaching, Sales Coaching and Training, Value Interpretation, Practice Management, and Integrating Big Change for Big Results.

“Double Your GDC in 3 years or less with ½ the clients”

Websites: www.dynamicdirections-d2.com, www.extraordinaryadvisor.net


The Insurance Coach

The Insurance CoachMichael Beck, “The Insurance Coach”, works one-on-one with Insurance Professionals, helping them to accelerate their success through dynamic leadership. Michael brings his clients over 20 years of executive, entrepreneurial, and leadership experience. His Executive Coaching Program helps clients gain new insights into themselves, their businesses, and their lives. Work often focuses on more effective recruiting, becoming a dynamic leader, time management, and striking a balance between work and life. Visit The Insurance Coach web site to learn more about this progressive work, to decide whether coaching is for you, to subscribe to his newsletters, and to contact Michael to schedule a phone consultation.

Website: www.theinsurancecoach.com


Pusateri Consulting and Training LLC

Pusateri Consulting and Training LLCPusateri Consulting and Training LLC (PCT) is a sales consulting firm headquartered in beautiful Buffalo, New York. Founded in 1992 by Leo Pusateri, PCT empowers organizations and individuals to discover and articulate their unique value.

PCT has built a reputation for helping everyone from executive managers to financial entrepreneurs to discover and articulate their unique value with the highest levels of confidence, passion and speed.

Clients include international private wealth consultants, national and regional brokerage firms, mutual fund companies, money management firms and independent financial planning representatives, insurance companies, and banks.

Individuals can receive intensive coaching at PCT’s Discovering Your Value strategic retreats.

Website: www.pusatericonsulting.com


Peter Montoya Inc.

Peter Montoya Inc.Peter Montoya Inc is the financial services industry’s leader in marketing and branding for Financial Professionals and provides many services and products to help them grow their practices while attracting and maintaining “A” clientele. Including:

MARKETINGLIBRARY.NET: A powerful, compliance-approved online marketing library containing messages, letters, articles, newsletters and more … at your fingertips. Keep in touch with clients and reach prospects more frequently, with better content and greater impact. This expansive library holds professionally authored financial marketing and advertising messages that can be pre-reviewed by compliance, complete with documentation. You can also submit content to compliance online via this innovative, all-in-one system.

CREATING YOUR IDEAL PRACTICE: A proven and powerful workshop for Financial Professionals revealing useable tools and ideas. A step-by-step process that details every critical aspect of business development, including the invaluable components of Specialization, Identity and Prospecting. Hundreds of new techniques and ideas to build your business – and a specific 12-month marketing plan.

COMPLETE MARKETING, PERSONAL COACHING AND DESIGN SERVICES: Peter Montoya Inc’s services include a personal coaching program to help you and your business succeed. The professional copywriters and designers on staff can also help you to develop effective marketing and branding materials, including brochures, web sites, logos, stationery and more.

Website:  www.marketinglibrary.net/index.asp


These free tools are a great way to get started, but make sure you sign up for our newsletter and read more about our boot camps. There are also plenty of products in our Referral Store, which can provide an immediate impact on your referrals!