Best practices to generate referrals through events

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Best practices to generate referrals through events

Oct 15 2021 / MDRT Podcast

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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

By MDRT Podcast

Topics Covered

Referrals

AUTHOR

MDRT Podcast

Featured in this audio

Bill Cates has been teaching professionals and companies for more than 25 years about how to grow their businesses exponentially by leveraging the power of referrals, introductions and communicating compelling value. Cates has also been featured in many publications and programs, including The Wall Street Journal, ABC Business Report and more.

Tristan Karl Robert Hartey

Tristan Karl Robert Hartey is the managing director of his family firm and CEO of a U.K.-based DFM. With more than 10 years of experience within the wealth management industry, Hartey has written articles on financial planning for the U.K. Parliament as well as for U.S. and Australian publications. He is also a member of the Leaders Council of Great Britain and Northern Ireland.