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What steps can ensure you build your team successfully? Hartey shares his practice’s interview process as they work to hire the right person for the job and for the team.

Top of the Table member Tristan Hartey briefly covers the journey he has taken as a second-generation MDRT member working in a family business and how his route through networking differs from how his father qualified through seminars. Hartey then shares three key pieces of advice for effective targeted networking and how partnerships are created.

Top of the Table member Tristan Hartey briefly covers the journey he has taken as a second-generation MDRT member working in a family business and how his route through networking differs from how his father qualified through seminars. Hartey then shares three key pieces of advice for effective targeted networking and how partnerships are created.

When clients feel valued, they stay your clients. Try these ideas for offering clients the experience of exceptional service.

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.

What can you offer clients as a way to say thank you? What item or event will get them talking about you? In this episode, referral coach Bill Cates and MDRT member Tristan Karl Robert Hartey explain how to successfully utilize gifts – pending compliance approval – and other initiatives to enhance relationships and drive referrals.

Hartey stresses the importance of taking the lessons learned at MDRT and sharing them with your family to help the next generation. A second-generation MDRT member, Hartey would not have joined the industry if his father hadn't shared lessons from previous MDRT meetings.

Your ability to attract good clients and keep them makes or breaks a practice. At Hartey Wealth Management in England, they’ve established a system that does that as well as uses the fee-based planning environment as a tool for their success

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