FREE Business Growth Report from Bill Cates
The COVID-19 Market Crisis may be the greatest prospecting opportunity for financial professionals in decades
Talk about a “perfect storm”. Between COVID-19 and the volatile stock market, our industry is reeling. Our hearts ache for families who lose loved ones from this virus. It's natural to feel anxious about an uncertain future.
Yet in the midst of this crisis, there’s opportunity...
- Opportunity for CONNECTION - To make sure our clients are receiving the proper attention, perspective, and direction when they need it most. The work you do is more important now than ever.
- Opportunity for GROWTH - Did you know that many advisors acquire significant numbers of new clients after a downturn in the market?
In fact, I believe that the advisors who proceed correctly will experience the greatest client acquisition opportunity in over 20 years.
Download Your FREE Market Strategy Report:
"How to Stand Out and Grow Your Business in a Volatile Market"
In this complimentary market strategy report from Bill Cates, CSP, CPAE, you will discover simple, yet highly-effective strategies for achieving exponential growth in your business after a downturn in the market.
What Other Advisors Are Saying Right Now...
“Just one month ago everyone was happy, people were starting to think they didn’t need advisors, bonds were no longer for them and people were mostly happy with their advisors. In three short weeks, everything has changed. I’ve called 200 clients in the last three weeks. In addition to easing their fears and strengthening their loyalty, I’ve picked up $20MM in new assets, with $6.5MM coming from one new client.”
Diane Bowman, CFA (Dallas, TX)
“When I look back the 25 years I’ve been in business, most of my significant and rapid growth has come just after a big drop in the market.”
Erin Gay, CFP (Annapolis, MD)
“I’ve never been on the phone so much as these past few weeks – just taking care of my clients. And, this is leading to new business. Just in the last few days, I’ve received 3 unsolicited referrals and one of them has already become a client.”
Andy Schneider, CFP (Greater NYC)
About Bill Cates, CSP, CPAE
Bill is the founder and CEO of Referral Coach International, a Hall of Fame Speaker, business coach & author of 4 bestselling books - Don't Keep Me a Secret, Get More Referrals Now, Beyond Referrals, and Radical Relevance.
Over the last 25 years, Bill has helped thousands of individuals and companies cultivate exponential growth in their businesses through referrals, introductions from advocates, and more compelling marketing messaging.
Contact Bill
Want to learn more about the programs we offer for individuals and groups, such as coaching and/or The Cates Academy™ (our virtual training system)? Interested in hiring Bill to speak or host a virtual training event?
To start a conversation, fill out the form below or contact Bill directly at [email protected] or 301.497.2200.
