How do you turn business growth from a dream into a reality? In this episode, referral coach Bill Cates and MDRT member Tristan Karl Robert Hartey explain how to push through reluctance and establish a time-tested system for expanding your clientele.

Episode breakdown:







Listen to the monthly series, MDRT Presents: @mdrtpresents

—Overcoming fears about asking for introductions

—Benefiting from repetition and getting outside your comfort zone

—Identifying your goals and finding your right-fit client

—Developing a process and practicing it enough to be successful

—Learning from the world’s best athletes

Expert insights about what to do in an acquisition

In this EXCEL Award-winning series, hear thoughts and suggestions from top MDRT members on issues that financial and insurance professionals encounter in their careers. 

Contact us at podcast@mdrt.org. MDRT diversity statement: https://www.mdrt.org/diversity-statement

The Million Dollar Round Table® (MDRT) does not guarantee the accuracy of tax and legal information and is not liable for errors or omissions. You are urged to check with tax and legal professionals in your state, province or country. The MDRT also suggests you consult local insurance and security regulations and compliance departments, pertaining to the use of any new sales material with clients. Examples are for educational purposes only. Copyright Million Dollar Round Table.