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