A bootstrappers podcast for founders, entrepreneurs, visionaries and dreamers who are building businesses from the ground up without the taking on debt or selling equity. Here we cover marketing, sales, organization and mindset issues that matter to you
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How to be referred to more high-net-worth clients
MP3•Episode home
Manage episode 303593713 series 1030513
Content provided by MDRT Podcast. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by MDRT Podcast or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://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
152 episodes
MP3•Episode home
Manage episode 303593713 series 1030513
Content provided by MDRT Podcast. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by MDRT Podcast or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://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
152 episodes
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