Are you frustrated with losing promising new financial professionals?

 

70% of new financial professionals fail within 3 years.


Surveys of managers show that the two most critical skills that make or break a career are the ability to:

1. Generate more referrals, and
2. Convert ALL prospects (referral and non-referral) into appointments.

Unfortunately, most new financial professionals under perform in these critical areas. But it doesn't have to be this way! 

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"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!"

Ed Deutschlander
CEO, North Start Resource Group (Minneapolis, MN)

"Prospecting in Your First Year (And Beyond)"

A Video-Based Training Program Covering Referrals and Appointment-Setting Skills for Financial Professionals

Presented by Bill Cates & Gail B. Goodman


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.

Ask yourself this. Are your people…

  1. Seeing enough prospects?
  2. Confusing activity for results?
  3. Getting referrals from their natural market and clients?
  4. Developing effective Centers of Influence?
  5. Scheduling enough appointments?
  6. Reluctant to call their friends and family?
  7. Confused about phone, text, email, and Zoom?

Okay, so ... what's the solution then???

Gaining confidence from…

  • Learning proven processes.
  • Practicing those processes.
  • Implementing, refining, and reinforcing.
  • Building skills that lasts a lifetime. 


So that your most promising recruits:   

  • Produce the results you knew were possible.
  • Willingly make phone calls.
  • Confidently ask for referrals and introductions.
  • Consistently set more appointments.
  • Are reaching their full potential!
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“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.”

Rich Schega, CFP®
CEO, Magnolia Wealth Strategies (Metairie, LA)

Here's What You And Your Team Get

On-Demand Access

Conveniently access the video courses anytime, anywhere

Facilitator's Guide

Easy-to-implement action plans to ensure accountability & results.

Participant's Guide

Featuring strategies for maximizing engagement and results.

PROGRAM OVERVIEW

Course #1: Building Your Referral Based-Business

With Bill Cates, CSP, CPAE | Referral Coach International

Course #2: Modern Appointment Setting

With Gail B. Goodman | The Phone Teacher

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What's My Investment?


1-Year of access to the full training program is $2,999 for 15 participants + $99 per each additional participant. This includes 3 open group coaching calls with Bill and Gail throughout the year, to be scheduled a minimum of 30 days in advance.

Optional Coaching Add-On:

  • Groups with Agency:  $500 for up to 60 minutes.
  • Private One-on-One:  $300 for 45 minutes
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FAQ's

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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™.

YOUR NEXT STEP
Schedule a Brief Call + Demo


Please fill out the information below and either Bill or Gail will contact you to arrange a time to walk through the training and answer any questions you may have. 

To reach Bill directly, email [email protected] or call 301.497.2200.

To reach Gail directly, email  or call (914) 806-3836.