Best practices to generate referrals through events

MDRT Podcast

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