How To Be Referred To More High-net-worth Clients MDRT podcast

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Personal Finances Lifestyle Business MDRT Don't Get

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How to be referred to more high-net-worth clients

3+ y ago 14:09

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MP3•Episode hjem

Indhold leveret af MDRT Podcast. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af MDRT Podcast eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.

If you want a particular type of referrals, first you need to make sure your clients know who those people are. Then you need to follow through and take time to establish relationships. In this episode, referral coach Bill Cates and MDRT member Tristan Karl Robert Hartey share how you can meet and work with more clients in the high-net-worth space. Episode breakdown: 0:27 – Being selective about who you ask for HNW referrals 3:50 – The importance of the phrase “The timing isn’t right” 5:05 – Refining the process of identifying your ideal client 6:32 – Adjusting your language as you gain experience 8:56 – A surprising experience with a referral 10:52 – Making sure valued clients don’t think you don’t want to work with them anymore Listen to the monthly series, MDRT Presents: @mdrtpresents

… continue reading

157 episoder

#Personal Finances #Lifestyle #Business #MDRT #Don't Get

Artwork

How to be referred to more high-net-worth clients

22 subscribers

published 3+ y ago

Del

MP3•Episode hjem

Indhold leveret af MDRT Podcast. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af MDRT Podcast eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.

If you want a particular type of referrals, first you need to make sure your clients know who those people are. Then you need to follow through and take time to establish relationships. In this episode, referral coach Bill Cates and MDRT member Tristan Karl Robert Hartey share how you can meet and work with more clients in the high-net-worth space. Episode breakdown: 0:27 – Being selective about who you ask for HNW referrals 3:50 – The importance of the phrase “The timing isn’t right” 5:05 – Refining the process of identifying your ideal client 6:32 – Adjusting your language as you gain experience 8:56 – A surprising experience with a referral 10:52 – Making sure valued clients don’t think you don’t want to work with them anymore Listen to the monthly series, MDRT Presents: @mdrtpresents

… continue reading

157 episoder

#Personal Finances #Lifestyle #Business #MDRT #Don't Get

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