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Qualify for MDRT 50% faster with referrals

Naomi Chua Yi-Shyan, ChFC 4.0

Naomi Chua, of Singapore, shares her method of getting referrals, which allows her to qualify for MDRT quicker and with less effort.


Acquire clients for free

Bill Bachrach 4.3

The key to acquiring high-net-worth clients by referrals and building high-trust relationships, from Bill Bachrach, who is a top coach for financial advisors.


The ABCs of building an MDRT client base

Cheng Huann Yeoh, ChFC, CLU 4.0

Yeoh Cheng Huann explains how an increase in referrals begins with expanding your client base and building more meaningful relationships with them.


お客様との距離感を大切に 長期的な安心感を届けたい

岡田直人様 (Mr. Okada) 0.0



기존 고객에게 신규 고객 소개 받는 노하우

박희근 (Hee-Geun, Park) 0.0

기존 고객 스스로 소개에 적극 나서도록 하는 소개 영업 노하우를 메트라이프생명 박희근 대표 FSR을 통해서 알아본다.


テクニックではなく人間力 ~1,000週続く挑戦も、ただ一つの約束から~

齊賀 資和 (Motokazu Saiga) 0.0

齊賀氏は「テクニックを身に着ければ、短期的には成績を伸ばすことができるかもしれないが、10年20年とこの仕事を続けるためには人間力が必要だ」といいます。 齊賀さんならではの面談時の心得や成約件数を伸ばすための取り組みのほか、これからのビジョンについても語ってもらった。

Asking for referrals

Matt Pais 5.0

When not asking impacts a referral, a friendship and a future

A simple way to target your referrals

Tristan Karl Robert Hartey 0.0

How raising the bar for your ideal client pays dividends.


1日1努力、継続は本物の力になる ~「人生100年」時代の保険営業~

金元 成大 会員 (Seidai Kanemoto), 金元 成大 会員 (Seidai Kanemoto) 0.0



Build a referral-based practice

Aurora L. Tancock, CFP, FLMI 4.0

Over 90 percent of Tancock's new clients are referrals from existing clients. They are not coming in because she has better products to sell or can promise better market returns; they are looking for someone to help them organize their finances and help them achieve their goals. Tancock shares the process that she follows to make sure she remains referable in every stage of the sales/service process.

Turning clients into advocates

Chris Leach, Dip PFS 0.0

How do you turn clients into advocates so that whenever they are talking to people about finance, your name is mentioned and your expertise recommended? At the 2017 Annual Meeting, Chris Leach from Cardiff, Wales, shares her ideas.


Mastering referrals

Brent R. Kimball, CFP, ChFC 0.0

Kimball draws on his 35 years of industry experience and regular Top of the Table qualification to explain his proven system of using only referred leads. He discusses when to ask, how to ask, overcoming objections, making it fun and how to thank clients properly for referrals.

Business building ideas successfully implemented

Bryson Milley, CFP, CIM 0.0

Milley identifies approaches for referrals and office efficiency gained at MDRT meetings. Presented at the 2017 Annual Meeting.

Asking for a friend

Liz DeCarlo 5.0

Mannette builds a strong client base through referrals while also tackling revenue challenges.


기존고객에게 가망고객 소개받는 노하우

박성만 0.0

내가 이 일을 얼마나 오래 할 수 있을까? 많은 보험설계사들이 스스로에게 이 질문을 던진다. 하지만 진정한 롱런의 비법은 일이 스스로 돌아가도록 시스템을 만드는 것이다. MDRT 16회, COT 3회를 달성한 오렌지라이프 박성만 FC가 자신만의 노하우를 공개한다.

6 fixes for friends who hesitate to refer

Bryce Sanders 0.0

Sometimes clients you consider friends don’t send you referrals, and you don’t know why. It could be for one of these six reasons.