Turning referrals into reciprocal introductions

Learn
>
Turning referrals into reciprocal introductions

Apr 01 2022 / MDRT Podcast

LISTEN 00:12:56

Turning referrals into reciprocal introductions

Do you know how to ensure the quality of your referrals? How do you maintain reciprocity with those who refer to you? In this episode, referral coach Bill Cates and MDRT member Tristan Karl Robert Hartey share techniques for establishing a productive and positive pipeline of introductions.

Episode breakdown:

0:28 – Understanding the difference between referrals and introductions
2:25 – Incorporating a scorecard into your referral process
4:45 – Establishing the criteria to judge reciprocal relationships
8:42 – Recognizing that the more you give, the more you get back
9:55 – Creating a culture of introductions

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.