A FREE High-Content Webinar for LEADERS ONLY

"Getting the Most From Your Agents/Advisors"

Teaching & Coaching Your Team to Get More Referrals and Set More Appointments


HOSTED BY:
Bill Cates & Gail B. Goodman

Wednesday, June 30, 2021 @ 12:00pm Eastern

(11:00am Central, 10:00am Mountain, 9:00am Pacific)

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You invest a great deal of time, money, and energy into your new financial professionals. When they don’t make it, it impacts you and your entire team.
 Industry experts Bill Cates and Gail B. Goodman have joined forces to bring you a program that will help you avoid the heartbreak of losing promising new financial professionals.

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Become a Better Coach & Manager to Drive More Sales

Gail Goodman  (The Phone Teacher) will show you how to:

  • Coach your advisors on appointment-setting phone calls.
  • Create fun role-playing sessions with your advisor teams.
  • Diagnose and correct an advisor who isn’t getting enough appointments.
  • Supervise your advisors’ marketing programs. 
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SHARE WITH A COLLEAGUE

45 Minutes (including Q&A)

Gather your leadership team and leave a little time after the webinar to discuss how you will act on the ideas. 


REGISTRATIONS ARE LIMITED 
Don't Delay... Reserve Your Seat Today!

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About Bill Cates

Bill Cates, CSP, CPAE is a Hall of Fame Speaker and the author of Get More Referrals Now, Don’t Keep Me a Secret and Beyond Referrals. He has revolutionized the way financial professionals acquire more and better clients through introductions from advocates and communicating more compelling value. His newest book, Radical Relevance will be released later in 2019.

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