Lead Your Team to Exponential Growth
The Adaptive Advisor Academy™ is a comprehensive online video-training system proven to boost your team's skills, confidence & win rate.
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Help Your Team Build a Perpetual Flow of Right-Fit Prospects by Mastering these 3 Core Strategies:
People today are bombarded with over 3,000 marketing messages a day, making it harder than ever to connect with qualified prospects.
In video course #1, your reps and managers will learn how to sharpen their value proposition, cut through the noise, and reach and convert more high-level clients & candidates.
To get introductions without asking, your reps and managers must be super-referable. Video course #2 will teach everyone in your firm how to maximize all 3 phases of the client journey:
- Prospect Experience - New Client Experience, and - Ongoing Client Experience.
Not wanting to feel pushy, appear needy, or be rejected are the main reasons your reps and managers fail to ask for referrals. Video courses #3-#5 focus on leveraging relationships to grow their business. Your team will learn how to:
- Ask for referrals (the effective way) - Turn referrals into introductions - Grow a network of referral partners
Your A2 Academy™ Membership includes a Full year of 24/7 access to:
5 Core Video Modules
MODULE #1: How to Communicate Your Value to Win More Clients (Radical Relevance)
(5 Video Lessons - Approx. 5 - 8 min. each)
This course will show your reps how to sharpen their value propositions to cut through all the noise and barriers in the market, so they can reach & convert more high-level prospects.
MODULE #2: How to Get Referrals without Asking (Become Super-Referable)
(3 Video Lessons - Approx. 10 min. each)
There is a direct correlation between client engagement and referability. Help your team self-generate quality prospects by maximizing engagement during the 3 phases of the Client Experience: the Prospect Experience, New Client Experience, and Ongoing Client Experience.
MODULE #3: How to Secure Solid Introductions (Turn Connections into Appointments)
(3 Video Lessons - Approx. 10 min. each)
Referrals by themselves are worthless... you have to get introduced! This course will teach your team how to implement our go-to formula for securing personal introductions, which allows you to produce results while remaining flexible to what works best for the referral source and prospect.
MODULE #4: How to Secure Solid Introductions (Turn Connections into Appointments)
(3 Video Lessons - Approx. 10 min. each)
Referrals by themselves are worthless... you have to get introduced! This course will teach your team how to implement our go-to formula for securing personal introductions, which allows you to produce results while remaining flexible to what works best for the referral source and prospect.
MODULE #5: How to Create Referral Partners (Grow Your Network of Centers of Influence)
(4 Video Lessons - Approx. 10 min. each)
Upon completion of this capstone course, your team will walk away with a proven formula for converting non-clients (including CPAs, attorneys, etc.) into productive advocates for your business.
+ Reinforcement to Boost Your Return on Investment
Role Play Demonstrations: Practice Builds Skill & Confidence
(11 Video-Based Scenarios - 30 secs to 3.5 mins each)
Bill Cates demonstrates how to promote referrals, ask for referrals, deal confidently and effectively with concerns and objections, and turn willingness to refer into high-quality introductions.
Bill's Referral Repair Shop: Turn Breakdowns into Breakthroughs
(12 "Quick Fix" Videos & Growing – Approx. 2-3 min. each)
If your reps lose focus and get off track, these mini-lessons will give them the "jump-start" they need. Bill starts with a bit of preventative maintenance, and then provides the repair strategy to get them back on the road to more perfect-fit clients.
NOTE - Larger organizations with their own intranet or LMS may be permitted to host most of these lessons on their own system. We're happy to explore that arrangement with you.
What's Included
Your organization's membership in The A2 Academy™ includes 1-year of unlimited 24/7 access to:
+ FREE BONUS For your entire team! Rapid Fire Referrals: "The Habit Maker!" ($197 value)
PLUS - Leadership Tools to Enhance Training & Results
- Leaders Guide and Best Practices - For Smooth Training and Reinforcement
- 60-Day Referral Blitz Action Plan - To Guarantee Implementation and Action
- Roll-out Webinar Delivered by Bill Cates
- Skills Practice / Role Play Worksheets - To Build Confidence
- Scripts / Word Tracks / Sample Conversations - To Facilitate Understanding
- Activity Tracking Forms - To Measure and Coach Activity for Better Results
- Unlimited Access to Bill Cates – To Help Your Leadership Team Build Your Culture
What's My Investment?
Your investment begins at $2,495 for 15 full-year memberships. Additional memberships are $99 each. Price breaks begin at 100+ memberships.
To find out if this program is right for your organization, click below or call us at 301.497.2200 to schedule a conversation and short demo with Bill Cates. You will also discover how other groups have maximized their investment in this state-of-the-art training program. We can even set up a demo account to allow you and your leadership team to further evaluate The Cates Academy™.
-Peter Harrods
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-Anna Stone
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Next Steps? Let's Talk.
Ready to get started? Want a behind-the-scenes demo? Have a few questions before moving forward? The next step is to contact Bill Cates directly to get the conversation started.
Please fill out the contact form below, and Bill will be in touch with you as soon as possible.
You may also call (301) 497-2200 or e-mail BillCates@referralcoach.com.