Referral Marketing, Relationship Based Marketing, Referral Marketing
Annapolis, Maryland, 21401
Why We Do What We Do
Financial professionals who are dissatisfied with their growth underperform when it comes to acquiring clients through referrals and introductions. There’s a gap between where they are and where they want to be. Our mission is to help our clients fill this gap to become even more productive. The underlying theme to all our work is “courage.” The courage to try new ideas, take new actions, and to expand results.
What We Do
Founded by Bill Cates, CSP, CPAE, Referral Coach International will work with you to increase your revenue without increasing your marketing expenses. This is possible by using a proven process to multiply your best clients through referrals and introductions and to attract more Right-Fit Clients™ by communicating more relevant and compelling value.
The Bill Cates Relationship Marketing System™ is a comprehensive, client-centered approach that creates strong client engagement, consistent leverage for new opportunities, and solid connections that lead to new business. We help you build a culture of leverage and value that bring you exponential results.
Make sure you drop by and listen to the Top Advisor Podcast with Bill Cates
Interviews with Top Advisors for Top Advisors Listen
It's no secret that many financial professionals, sales people, and small business owners feel uncomfortable asking... View More
Believe it or not, the key to getting referrals without asking is not creating "satisfied clients." There... View More
Referrals are worthless. Yes, you heard that right. As hard as it is to reach people these days, referrals are worthless... View More
The Cates Academy for Relationship Marketing™ is a comprehensive online video-training program that will help... View More
Tired of your emails going unanswered? Download now to learn exactly what to do (and say) to craft an email introduction... View More
Bill Cates, CSP, CPAE, internationally recognized client-acquisition expert and best-selling author, sits down... View More
As a member of Insurance Agent Central, receive a 20% discount off membership in "The Cates Academy for Relationship Marketing" – online, video-based lessons designed to help financial professionals create exponential growth through... View More
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