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Bill Cates Referral Academy + Bonuses From Hutch

Scroll down below to the video to learn more about The Prospecting Accelerator

Almost everyone is a prospect for the banking strategy (especially in this unsettling economy)! The absolute best place to start is to leverage your existing clients & connections.

How do you do that effectively?

Well, that’s exactly why I’ve put together this program for you.

What is it?

It’s the perfect trifecta you need to spark some immediate sales conversations in today’s socially-distant environment:

Bill Cates “The Referral Guy” and authority in the financial space, shares his time-tested proven process for proactively cultivating referrals and even planting seeds to get referrals without asking. The Cates Referral Academy comes with:

  • video training
  • scripts to fit every situation
  • accountability tools
  • plus two live 1-on-1 calls with Bill to customize his process to your business

Brynne Tillman “Queen of LinkedIn” teaches you how to search for your ideal prospects with sniper rifle accuracy, and rather than spam them directly, find out who of your existing clients & connections can best introduce you. Easily see who of your target prospects are most active on LinkedIn so you can start to engage with them in a non-spammy way and become less of a stranger so you can make a non-threatening ask when the opportunity presents itself. This recorded training comes with:

  • 6 video modules
  • checklists
  • scripts
  • tech shortcuts to efficiently navigate the only social networking platform that’s purely professional

Hutch shares his spin on how to weave banking into both of the above trainings (which are totally complimentary). Plus get a 2-month trial on Hutch’s banking software (now with 5 modules). Plus get access to some of Hutch’s core training on:

  • the “Bank Talk” that opens cases like gangbusters
  • product design
  • how to make illustration spools that answer all common questions
  • handling nearly every objection without derailing your flow
  • hutch’s tech tools & best practices to create a quarantine proof practice

We haven’t missed a beat in 2020 and you could be crushing too if:

  • You had qualified people to see
    • You knew what to say to them
      • You offered something everyone wants right now (a way to keep their money safely growing)


Get the full Prospecting Accelerator Here at the Cates Academy


Learn from this power trio to adapt to 2020’s new way of getting/doing business and create a perpetual flow of well-qualified pre-warmed leads.

(You can get more detail about each program individually below)

Cates Referral Academy - Bill's Proven Process for Relationship Marketing

  • 5 Core Video Courses with a total of 19 High-Content Lessons
  • Built-in Video Reinforcement (Role play demos + Bill’s Referral Repair Shop
  • Unlimited Access to 1:1 Online Coaching from Bill Cates by using the “Talk to Bill” feature You may be learning by yourself, but you won’t be alone!
  • 60 Day Action Plan (Your simple roadmap through all the courses to maximize learning & results)
  • Scripts, Scripts … and More Scripts! (membership includes Bill’s popular Referral Scripts Book and more)
  • Results-Maximizing Resources (Practice templates, special reports, wordtracks, checklists & assessments)

Plus all the extra bonuses from Hutch below…

Combine Bill’s Referral Techniques with LNKD

Get Access to Hutch & LNKD expert Brynne Tillman for a 6-weeks masterclass about virtual prospecting on LNKD

Learn the ins & outs of LNKD with Brynne, while Hutch provides proven messaging specific to the banking concept

To see the topic of each class, plus a ton of free bonuses from Hutch, keep reading below…

Mastering LNKD for Social Selling Using the Banking Concept

  • Establish your professional brand – Create an intriguing profile and start (re)-connecting
  • Find your ideal prospects – Leverage your network to find your future cases and COI’s
  • Prospect & Build relationships Engage & nurture to be top of mind
  • Engage with Insights – The spark to a conversation are how sales are born
  • Hyper-Targeting & Tracking – Refine & systematize your weekly workflow
  • Q&A with Brynne and Hutch at the end of all six LIVE webinar sessions


If all this did was help you get 2 new paying clients this year, would it be worth it?

What if it helped you get one mega-client or that key center of influence that kept on referring?

4 Essential Training Modules to Boost Your Business

These are 4 of Hutch’s top training modules covering crucial steps in a case. You must be able to open cases with a bang, be ready for any curve-ball concerns a client throws at you, and electrify any illustration spool with the concepts you’ve been educating them on. Watch or listen to these modules on your laptop or in our mobile app for the next 10-weeks.

  • Open with a Bang Using Hutch’s Bank Talk
  • Objections Galore: How to Respond to All
  • Presenting Illustrations: The Art & Science
  • BONUS – Hutch’s Tech Tools: Run Your Practice Virtually
  • BONUS #2 – Multiple office hours calls LIVE with Hutch to ask him anything about anything

Watch This Video To Learn More

If Hutch’s video training helped you answer 1 key objection that saved a case, would it be worth it?

What if it reshaped how you positioned life insurance to clients so you collected 4x more applications?


With over 11 hours of premier training content, you’ll learn so much more than that 1-thing. You can digest these modules on your laptop at home, or take them on the go using our new phone app. Plus we’re throwing in a 10-week trial of our new banking calculator (and others).

Check out what our new calculators can do:

    • Banking Calculator – to prove the merits of private banking with Whole Life or IUL
    • Charges Calculator – unbundle the “hidden fees” in a way that’s transparent & compelling
    • Indexing Calculator – Test & measure different indexed crediting strategies in real-time
    • Liquidity Calculator (The “Pants” Calculator) – Show clients how liquid they really are
    • Compounding Calculator – Quickly visualize how inefficient cash assets really are

Video tutorials included with language from Hutch

Run unlimited scenarios. Download unlimited PDF reports for your clients

If the banking calculator made it so obvious to clients they should at least double their desired premium, would it be worth it?