PRESENT

2011 Client Acquisition Boot Camp

Featuring Bill Cates & Maribeth Kuzmeski

Thursday, April 7‚ 2011 – Chicago Marriott Suites O’Hare

Turbo Charge Your Business for 2011 with Cutting Edge Strategies

What happens when two industry marketing experts join forces to help you grow your business? An explosion of ideas‚ strategies‚ and tactics that you can use to acquire more and better clients and energize your business!

Bill Cates‚ president of Referral Coach International‚ has been teaching financial professionals his systematic approach to acquiring more and better clients through referrals for over 16 years. See what his clients are saying about him on the right hand column of this page.

Maribeth Kuzmeski, president of Red Zone Marketing‚ has been coaching and training financial professionals for 11 years. Her marketing strategies are proven with million dollar producers.

Program Agenda

• 7:00a – 7:30a: Registration and Breakfast
• 7:30a – 11:30a: Getting More and Better Referrals without Begging or Pushing
  Featuring Bill Cates (Referral Coach International)
• 11:30a – 1:00p: Working Lunch – Acquiring Clients through Event Marketing
  Featuring Bill Cates and Maribeth Kuzmeski
• 1:00p – 5:00p: Branding Your Business Today to Attract and Convert Great New Clients
  Featuring Maribeth Kuzmeski (Red Zone Marketing)

Optional

• 6:00p – 8:30p: Working Dinner – Developing Your Action Plan to Produce Results
  Featuring Maribeth Kuzmeski and Bill Cates

Morning Session

Getting More and Better Referrals without Begging or Pushing
Featuring Bill Cates, CSP, CPAE

Is there a way to create a steady flow of great referrals that feels comfortable and doesn’t disrupt relationships? You bet there is! Bill Cates will show you what he’s already taught to over 10,000 financial professionals over the past 16 years.

You’ll discover a proven systematic approach and develop the confidence to use it.

You’re on your way to mastering how to:

• get referrals without asking for them.
• acquire not just more clients, but better clients through referrals.
• know the exact moment to ask for referrals and not a minute before.
• turn referrals into warm introductions.
• diffuse referral objections and exit with confidence and grace.
• receive referrals in the proper way, so your clients keep giving you more.

Stop dabbling in referrals. Get a systematic approach.

More Referrals = More Clients!

Afternoon Session

Branding Your Business Today to Attract and Acquire Top-Level Clients
Featuring Maribeth Kuzmeski, MBA

What’s working right now to attract new clients, expose your brand, get people talking, and differentiate yourself? Maribeth Kuzmeski will share marketing strategies currently producing results for some of the nation’s top producers – strategies that are mostly inexpensive, can be implemented immediately, and are generating new clients! From traditional methods and prospecting strategies to social media and online marketing - Maribeth will share what’s working now.

Learn Proven Strategies That WILL Impact Your Business

• The 4 Absolutes for Finding More Clients Organically, Inexpensively, and with Sustainability
• Methods for Managing Your Brand and Reputation Online and Offline to Generate the Right Prospects
• Messaging Methods for Presenting Your Uniqueness Clearly. Get People WANTING to Work With You
• Crucial Exposure Strategies for Your Target Market Using New and Traditional Marketing
• The Most Successful Marketing Strategies Designed to Go VIRAL (the #1 litmus test for successful marketing)
• All the Tactics Needed to Develop a Social Media Presence that Will Actually Help to Win More Business
• 5 Easy Tips that Will Change Your Website’s Effectiveness
• 3 Free Methods to Become More Searchable Online

Investment*

Acquire only one new client using one new strategy and you will recoup your investment in the Client Acquisition Boot Camp. Then you’ll reap the profit of additional clients for years to come. Add the Iron-Clad 100% Guarantee and this is a no-brainer decision!

Full-Day Boot Camp

Standard Tuition – $695.00
Early–Bird Tuition – $595.00 Register by March 14, 2011 and save $100
Group Tuition – $495.00	SAVE $200 per participant by booking five or more people together. Contact Joy Griffin at 800.488.5464 or 301.497.2200 or email her at Joy@referralcoach.com

Optional Implementation Dinner

Optional Implementation Dinner – $97.00 Includes dinner, implementation session, and bonus tools from Maribeth and Bill.

*Hotel and travel are additional. Breakfast and lunch are included.

Meeting Information

Meeting Location: Chicago Marriott Suites O’Hare, 6155 North River Road, Rosemont, IL 60018 Phone: 847-696-4400 Discounted Room Rate: $149. When reserving your room, ask for the Client Acquisition Boot Camp Group Rate.

Put the ACTION in Client Attraction.
Register Today!

Click here to download event information

To ask questions or to register, please contact Jolene Pratt at 847.367.4066 or email her at JP@redzonemarketing.com. Or contact Joy Griffin at 800.488.5464 or 301.497.2200 or email her at Joy@referralcoach.com.

“I was looking for a way to jump start my Wealth Management practice. I needed to develop an approach to provide me with a consistent flow of qualified prospects. I found Bill Cates′ system to be the most thorough and most practical. His approach is very genuine with everything thought out in advance.”

Jim Cassa
Wealth Management Advisor
Paramus, NJ

"Working with Red Zone Marketing has brought clarity to our marketing, new ideas, and a succinct blueprint for our marketing moving forward. After using Red Zone Marketing we’ve never looked back! It has been not only helpful, but inspiring!! Valuable? Absolutely YES!"

Mark J Snyder, QFP, CLU, ChFC, RFC, CFS, CMFC

President, Mark J. Snyder Financial Services, Inc.

"Because of your referral system, I qualified for our Leaders Club my very first year (which was only 6 months long) and every year since. I can honestly say I probably would not have made it had I not been introduced to your system."

Gary Yaglenski
Financial Professional
Perkasie, PA

“One simple technique I learned from your program helped us land a referral to a $3M client – without even asking for it. The value discussion strategy works as well as you said it would. Thanks a million.  Thanks 3 million!”

Karin Tyson
Vice President
Houston, TX

“The coaching program is great! I am absolutely thrilled with the work we did together. I have referred your program to everyone in the office!”

Kim Butler
Financial Professional
Scottsdale, AZ

"We needed a major shot in the arm and Maribeth provided it! Her coaching has allowed us to focus clearly on our marketing program for the first time in over a decade. Wish we did it sooner. Prospects are now contacting us…who’d a thought that? We recommend financial advisors looking for a clear, focused marketing program contact Maribeth immediately!"

Gary Klaben

Wealth Advisor, Coyle Asset Management Company

Author – Changing the Conversation  LinkedIn - Profile

“Since starting The Referral Advantage Program, I've been getting a steady stream of referrals. I recently got a referral to a new client with $6M in assets. He, in turn, referred me to a client with $5M in assets. Using this system, my revenues have grown 5-6 times."

Larry Briskin
Financial Professional
Maple Lawn, MD

"Maribeth Kuzmeski truly understands how to grow financial services firms. She spent a great deal of

time with us learning about our business, our objectives and our current marketing initiatives. She helped us uncover a number of great opportunities for new business and referrals that existed but that we had not been actively pursuing. Maribeth designed a detailed system and action plan, which allowed us to put our marketing plan in motion and focus on multiple initiatives for bringing in new business. She has also provided numerous creative ideas and offered a wealth of knowledge from working with so many other top advisors. We have gained the focus we need to implement our marketing plan effectively and have loved the results."

Mort Potoff, CFP, President

Michele Potoff, Director of Business Development

MJP Associates, Inc

“I have gotten more referrals since learning your system than in my 3 previous years as an advisor combined. Last week I used the VIPS Method with a new client. He referred me to 4 high-quality people on the spot. He actually emailed 3 of them to introduce me and personally introduced me to the 4th. Needless to say your method works and continues to work for me.”

Robert Cucchiaro
Managing Principal
San Ramon, CA

“What incredible results! In just nine months, we increased our client–base 20% and our assets under management from $125 million to over $180 million! Maribeth sat down with us and really listened. She “coached” us to develop plans and marketing strategies specifically for our unique strengths. In a remarkably short time we’ve moved relatively effortlessly from the Red Zone into the End Zone. If only we had known about Red Zone earlier…”

Jack Moller
CFP
Moller Financial Services

“Your referral program has had a huge impact. 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. In the last 6 months since your training, we have acquired 5 new high-level households with assets totaling $10M. ”

Al Fox
Financial Professional
Mt. Laurel, NJ