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14 Resources

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20-plus business referrals at one sitting

Nathan M. Perlmutter, CLU, ChFC 3.5

Position yourself for large amounts of business-owner referrals.


Making the Top of the Table and staying there

Cedric L. Watkins II, JD, MBA 4.0

Hear five no-fail ideas to achieve and stay at Top of the Table.

Referrals: Ideas from million-dollar producers

Vicki Writer, DFP 0.0

Generate more sales, build stronger client relationships and capitalize on your centers of influence. Writer presents an array of sales ideas and business development strategies to take away and implement immediately. Even if you think you've heard enough strategies for acquiring referrals and asking the right questions to leverage your sources, why not add a few more to your arsenal? Transform your business and solidify your brand in your community.

13 sales ideas to jump-start production

MDRT 5.0

Effective and quick sales idea favorites from MDRT members around the world.


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.


Introductions and referrals

Bertram Foster 0.0

Foster discusses his favorite MDRT resources.


More meetings, more sales, more referrals

Alessandro M. Forte, Dip PFS 5.0

Find out how to get a 74 percent combined performance increase with these tips from MDRT member and multiple Top of the Table qualifier Alessandro Forte.


The 5 myths you tell yourself about getting referrals

Dan Allison 4.0

Learn more about the top myths about why our clients don't refer and hear about the challenges involved in developing quality referral relationships with clients.

Increase sales and revenue with a multigenerational approach

Liz DeCarlo 0.0

Why it's critical to create relationships with the whole family.

12 sales ideas in 12 minutes

MDRT 5.0

MDRT members offer 12 quick sales ideas about meeting with prospective clients, marketing and more.



Zheng Yu (Nick) Wu 0.0



Are you making the most of your referrals?

Angus Donald McQueen, Dip CII, Dip PFS 5.0

Existing clients have far greater referring power than we realize. Many advisors don't spend enough time building a process around these influential individuals. Angus McQueen shares his approach for cultivating these special client referrers. Presented at the 2016 Annual Meeting.


Selfless referrals

Rick Hu 0.0

Hu explains why selfless referrals are a key component of putting the clients’ interests first. Presented at the 2017 Annual Meeting.


Successfully working with professional introducers

Bhupinder S. Anand, ACII, Dip PFS 5.0

Anand shares the techniques hes uses to receive client referrals from fellow professionals.