🛑 ATTENTION: AGENT CRM USERS! 🛑
We Have Updated Our Click & Play Library!
Generating more referrals and personal introductions is not rocket science; it’s all about having a proven process and your confidence to use that process.
This session will provide you with an exact blueprint to leverage your great client relationships that turns your incremental growth into exponential growth.
with CEO Alex Branning! 🌟
JANUARY 17
2pm EST!
with CEO Alex Branning! 🌟
January 17 at 2 pm EST!
In this highly tactical and energetic session, you will discover:
Precisely what to do and say to become super referable.
5 ways to promote introductions and jumpstart unsolicited referrals.
The words that work the best to ask for introductions without pushing or begging.
What to say to get referred up to higher-level clients.
Precisely what to say to turn a referral into a solid introduction, so prospects are eager to hear from you, receptive to an appointment, and even call you.
The words and sample conversations provided are designed for you to adapt them to your personality and business model. You will remain true to your own style.
Client Multiplication = Exponential Growth Over the Lifetime of Your Career
BILL CATES, CSP, CPAE
Bill Cates, a successful entrepreneur, built and sold two book publishing companies. As an expert in relationship marketing for financial professionals, Bill is the author of Get More Referrals Now, Beyond Referrals, Radical Relevance, and The Language of Referrals. And is the host of the podcast, www.TopAdvisorPodcast.com (rated in the Top 5% of podcasts globally).
Inducted by his peers into the Professional Speakers Hall of Fame in 2010, Bill is a highly respected international speaker and consultant who has taught his system to thousands of financial professionals throughout the world. Bill’s sessions are high energy, high content – wrapped in a little fun and highly motivational. You can expect to receive proven and practical strategies that can have an immediate impact on your business.
FUNNEL: Coaching
Agent CRM © 2025 | All Rights Reserved | Partners & Integrations