A perpetual flow of referrals and appointments is the lifeblood of any successful business. 

 

70% of new financial professionals don't make it past their 3rd year.


Over-reliance on cold calling and purchased leads are a recipe for mediocrity. Unfortunately, these tend to be the default client acquisition methods for new financial professionals, leading to a high washout rate.

But it doesn't have to be this way! Despite popular belief, you CAN build a thriving referral-based business early in your career. 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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"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

 

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.

  • Boost Your Confidence and Skill in Getting More Referrals
  • Set More Appointments with Modern Appointment-Setting Skills 

Advantage & Benefits

BOOST YOUR CONFIDENCE AND SKILL WITH REFERRALS

You Will Discover How to:

  • Become super referrable to get more referrals without asking.
  • Generate more referrals from your natural market.
  • Ask for referrals confidently without pushing or begging.
  • Turn referrals into introductions that spark the prospect’s interest.
  • Prospect more effectively with LinkedIn.
  • Create more productive relationships with centers of influence.
SET MORE APPOINTMENTS THAT STICK

You Will Discover How to:

  • Get people to pick up in a no-pick up world.
  • Choose the right language for better results
  • Avoid the biggest mistakes most people make.
  • Contact your natural market without sacrificing the relationship.
  • Keep the appointments you set on the books.
  • Use the most up-to-date system for setting appointments.
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Clients Rave About Bill & Gail

"Before I met Bill Cates. I was making a ton of cold calls. Bill showed me how to go from cold calls to referrals, and I tripled my production the very next month. I would not be where I am today without working with Bill's processes."

James Mwombela
Financial Advisor (Raleigh, NC)

"Before I met Bill Cates. I was making a ton of cold calls. Bill showed me how to go from cold calls to referrals, and I tripled my production the very next month. I would not be where I am today without working with Bill's processes."

James Mwombela
Financial Advisor (Raleigh, NC)

Here's What You Get

Easy-to-Use Virtual Training

We take the guesswork out of building a thriving, referral-based business

24/7 On-Demand Access

Learn at your own pace, when it's most convenient for you

7-Week Action Plan

Step-by-step plan and goals to maximize results and ensure success

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 $397. This includes the option to join in on 3 open group coaching calls with Bill & Gail throughout the year, to be scheduled a minimum of 30 days in advance.

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“I’m 1.5 years into this business. Both last week and this week I had eighteen appointments. My business is way up since I incorporated your system into my process.”

Y. Sebastian Winston, Ph.D
San Diego, CA

“I’m 1.5 years into this business. Both last week and this week I had eighteen appointments. My business is way up since I incorporated your system into my process.”

Y. Sebastian Winston, Ph.D
San Diego, CA

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 Phone 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.