Oct 15 2021 / MDRT Podcast
LISTEN 00:00:00
Best practices to generate referrals through events
How do you make sure you are conducting yourself appropriately with clients and prospects at events? How do you adjust your approach between in-person and virtual events? In this episode, referral coach Bill Cates and MDRT member Tristan Karl Robert Hartey share how you can utilize a variety of events to expand your practice.
Episode breakdown:
0:32 – Benefiting from virtual events and developing business friendship
2:45 – Establishing comfort levels for an event
5:02 – Nuances involved in managing these relationships
8:20 – Remembering to have patience and build trust
11:32 – The benefit of small events vs. large events
15:48 – Learning from mistakes at past events
18:45 – Applying these lessons to virtual events
Episode breakdown:
0:32 – Benefiting from virtual events and developing business friendship
2:45 – Establishing comfort levels for an event
5:02 – Nuances involved in managing these relationships
8:20 – Remembering to have patience and build trust
11:32 – The benefit of small events vs. large events
15:48 – Learning from mistakes at past events
18:45 – Applying these lessons to virtual events
By Bill Cates, CSP, CPAE, Tristan Karl Robert Hartey
Topics Covered
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![Communicating the merits of health insurance & critical illness protection to young and healthy Gen Zs [MDRT Member Nicole Goleña Leonor]](https://www.mdrt.org/globalassets/digizuite/28549-en-ph_video-interview_communicating-the-merits-of-health-insurance-and-critical-illness-protection-to-young-and-healthy-gen-zs_nicole-leonor_revised2-thumbnail.png?height=268&crop=0,0,268,268)
![Creating social media content that resonates with your target audience [Candice Ong]](https://www.mdrt.org/globalassets/digizuite/28437-en-mdrt-sg_creating-social-media-content-that-resonates-with-your-target-audience.png---thumbnail.png?height=268&crop=0,0,268,268)
![Helping clients from the “sandwich generation” maintain their lifestyles during retirement [Henry Ang]](https://www.mdrt.org/globalassets/digizuite/28359-en-helping-clients-from-the-sandwich-generation-maintain-their-lifestyles-during-retirement----thumbnail.png?height=268&crop=0,0,268,268)
![Helping clients understand the public pension system (i.e., CPF) in Singapore and its importance [Jake Lim]](https://www.mdrt.org/globalassets/digizuite/28339-en-mdrt-sg_video-interview_helping-clients-understand-the-public-pension-system-i.e.-cpf-in-singapore-and-its-importance---thumbnail.png?height=268&crop=0,0,268,268)
![How to avoid proposing cookie cutter financial plans to clients [Michelle Ngiam]](https://www.mdrt.org/globalassets/digizuite/28333-en-mdrt-sg_how-to-avoid-proposing-cookie-cutter-financial-plans-to-clients---edited.jpg?height=268&crop=0,0,268,268)
