Praise and Results

This System Works and it Will Work for You!

Read the Praise for the System from Individuals and Leaders

Manager

“Bill Cates makes asking for referrals as natural as breathing!”

Michael Schmitz - CEO, SGC Financial | San Mateo, CA

Individual

“Because of your system, I qualified for our Leaders Club my very first year (which was only 6 months long) and every year since. The biggest complaint amongst advisors is they don’t have enough people to call, which I believe is their own fault. I can honestly say I probably would not have made it had I not been introduced to your system.”

Gary Yaglenski | Perkasie, PA

Manager

“In my 20 years in insurance, this is the best tool I have seen in terms of getting referrals. When agents put the system into practice, they always see great results. Our managers are using the same process for recruiting.”

Keith Lang Sr - Director of Agency | Gilbert, AZ

Individual

“Your referral program has had a huge impact on our practice. Your system has been a permission slip for us to talk to our clients about the experience they have had with us and then have them share that experience with others. We have acquired 5 new high level households with assets totaling $10 million. The results have been remarkable. I wish we had discovered this sooner.”

Al Fox | Mt. Laurel, NJ

Manager

“We are very pleased with the results of the Referral Advantage Video Training program. Our people are asking and getting more referrals than ever before. One 24-year veteran said that this is the first time she’s ever been comfortable asking for referrals. The specific language Cates provides makes all the difference. Every manager should also be using it for recruiting.”

Lonnie Sesskin - Training Manager | West Palm Beach, FL

Individual

“I have been in the business for 24 years and was never comfortable asking for the dreaded word: referrals. I now use your word crafting and it WORKS! In the past month I have received 12 qualified introductions and have already set 7 appointments. I am having so much fun with this.”

Robin Wolff | Miami, FL

Manager

“Your referral boot camp for our advisors was one of the best training experiences in my 30 years in this business. You had everyone engaged. The feedback was tremendous. More importantly, my advisors are using your system to produce results. Your system clearly works. Thanks for everything.”

Glenn Noland – Managing Partner | Waltham, MA

Individual

“I am having immediate success with your VIPS referral process. I used it with a client couple who have been working with me for 2½ years. It opened the floodgates. They gave me 8 introductions. They offered to write both a letter of introduction and call the ‘referrals’ too! Thank you. Thank you. Thank you.”

Mike Morger – Financial Professional | Cincinnati, OH

Manager

“I just used your Agenda and Value Discussion strategies this morning with a new COI and the meeting was awesome. Your process made me more confident – which affected this COI’s response. I walked away with 5 referrals to qualified candidates for the firm and solidified my relationship with a new COI.”

Terri Garner – Recruiting Director | Lansing, MI

Individual

“I used one of your strategies the afternoon of your session and it worked brilliantly. When meeting with a client, I revived 3 referrals that I thought were dead. We already have an appointment set with one of them. Your strategies have proven immensely helpful.”

Lisa O’Connor - Sales Representative | Shelton, CT

Manager

“Your referral system is ‘how we do business’ here. Why? It flat-out works. The results continue to be great. The word has gotten out and even some of our top producers have gone through the video-training program.”

Bob Michael – Director of Training and Development | Dallas, TX

Watch Videos from Individuals, Leaders, and Managers

Manager

Bruce Davison | Wichita, KS

Individual

Joe Winslow | San Mateo, CA

Leader/Manager

Ford Saeks | Wichita, KS

Manager

Anonymous

Leader/Manager

Michael Schmitz | San Mateo, CA

Individual

Al Fox | Mt. Laurel, NJ

Individual

Kevin O’Bannon | St. Louis, MO

Individual

Chris Wren | Brisbane, Queensland, AU

Individual

Alan Vetra | Atlanta, GA