A LIVE Training Event for Top Performing, Growth-Oriented Financial Advisors
October 18, 2019 | Philadelphia, PA
Are you frustrated by how hard it is to reach ideal prospects these days?
It’s not just in your head. Your prospects are experiencing marketing message overload. Their brains are being pulled in too many directions. So, they protect themselves and resist change – even when they’re being underserved.
Do you get tired of wasting your time chasing after prospects who don't want to hear from you? Do perfectly qualified prospects express interest and then go radio silent?
If you answered YES, it could be because how you communicate your value is not relevant to pique their interest, nor compelling enough to move them to take action.
The Radical Relevance™ Workshop
A hands-on LIVE workshop designed to help top achieving, growth-oriented Financial Advisors sharpen their message to win more Right-Fit Clients™ in a crowded and noisy marketplace.
Friday, Oct. 18th | Maggiano’s Center City
1201 Filbert St, Philadelphia, PA 19107
9:30am to 1:00pm (Includes Lunch)
What You Will Learn
During this LIVE hands-on workshop, Bill Cates will use the strategies from his upcoming book, Radical Relevance, to teach you how to:
✔ Get your entire team on the same page with the full value you bring to your Right-Fit Clients™.
✔ Fine tune your approach to reputation marketing in one or more target markets.
✔ Apply the neuroscience of relevance to create a message that attracts the right prospects while repelling those that no longer fit your business.
✔ Maximize the power of referrals and introductions.
✔ Move prospects to take action with a compelling message.
✔ Build a more profitable, fulfilling, and enjoyable business.
"My training with Bill Cates have been a game changer. In the seven years working with Bill on both referrals and our value proposition, we’ve grown 900 percent."
Nancy Mackay
CEO, Mackay CEO Forums (Vancouver, Canada)
"Over the past 10 years, our firm has grown from a solo practice to 9 advisors and 7 support staff. Bill Cates worked with us to develop, clarify, and communicate our unique value proposition and unified message as a group. In the first six months of this year, I can attribute at least 6 new families with $12.7 million in new assets to Bill’s strategies."
Erin Gay
Founder & CEO, Legacy Financial (Annapolis, MD)
"Using Bill’s process, we’ve been able to implement a new value discussion process that’s been well received by our clients. We’ve narrowed our market to focus on where we can be of most value to our clients. As a result, we’ve seen client referrals more than triple, we’re having better quality meetings with our centers of influence, and we’re getting more of the right kind of opportunities. It’s really been a game changer for our business."
Ryan Weissmueller
President, Fintrepid Solutions (Scottsdale, Arizona)
Seating is limited to keep the event small ...
RESERVE YOUR SEAT TODAY!
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Friday, Oct. 18th |9:30am-1:00pm (includes lunch)
Maggiano’s Center City - 1201 Filbert St, Philadelphia, PA 19107
The Agenda
PRE-WORKSHOP
Bill will reach out to you to understand your business and tailor his message to be more relevant to you.
THE LIVE EVENT
9:15am – Register and grab a coffee or other beverage
9:30am – Workshop begins (first break about 75 minutes in)
12:00pm – Lunch + Discussion + Q&A
POST-WORKSHOP REINFORCEMENT
Bill will send you home with a number of tools designed to help you teach and reinforce the message with your team.
About Bill Cates, CSP, CPAE
Bill Cates is the president of Referral Coach International and founder of The Cates Academy for Relationship Marketing™. Over the last 25 years, Bill has worked with top achieving advisors create exponential growth in their businesses through referrals, introductions from advocates, and more compelling marketing messaging.
Bill is the author of Get More Referrals Now, Don’t Keep Me a Secret, Beyond Referrals, and soon to be released Radical Relevance.
Not sure if this event is right for you? Let's have a conversation.
Contact Bill directly by filling out the form below, sending an e-mail to [email protected], or giving us a call at 301.497.2200
