Select Language

Select a Language
If you click Change User the user id will update, triggering a page reload, which will propagate that new user's context on the page. If you click the refresh button after you select a new user it will refresh and take you back to the original logged in user.
Log in to access resources reserved for MDRT members.
  • Learn
  • >
  • Client-driven referrals: How social media makes them chase you

Aug 30 2024 / Global Conference

Client-driven referrals: How social media makes them chase you

It's not just about asking for referrals; it's about equipping your clients with the tools they need to shout your name from the digital rooftops! Winata explains how social media can help you do just that by using engaging video content, fun polls and compelling daily stories to create a buzz. 

By Glen Alexander Winata

Topics Covered

Referrals Social media

Share

AUTHOR

Featured in this video

Glen Alexander Winata has become his clients’ trusted go-to financial advisor because of the authenticity he consistently demonstrates. He has discovered unconventional ways to elevate his client relationships, including fine-tuning his personal branding approach, social media presence and the client experience he provides. Winata is the author of three books and a podcast, where he spreads his wisdom on personal branding for insurance professionals. 

Recently Added

Strategies to successfully manage a diverse client base in India [Muhammad Husain A. Chitalwala]

Strategies to successfully manage a diverse client base in India

By Ayushi Sharma

Read
Signs to identify the need for brand reinvention as a financial advisor and steps to achieve it [Surojit Kala]

Signs to identify the need for brand reinvention as a financial advisor and steps to achieve it

By Surojit Kala

Read
Strategies to navigate and maximize warm markets for long-term success [Edmund Teo]

Strategies to navigate and maximize warm markets for long-term success

By Edmund Teo

Read
From mortgages to clients: Attracting clients with smart strategies

From mortgages to clients: Attracting clients with smart strategies

By Michael Joseph Haggerty, CPCA, CFP

Read
Productivity hacks for financial advisors

Productivity hacks for financial advisors

By Nikhil Varma

Read
Holistic risk management: Integrating health and retirement plan [Jorinah Benter Manabat]

Holistic risk management: Integrating health and retirement plan

By Jorinah Manabat

Read
Implementing advice for elderly age group in India [Moulishree Dhoot]

Implementing advice for elderly age group in India

By Moulishree Dhoot

Read
How different personality traits impact work habits and productivity strategies [Rishav Garg]

How different personality traits impact work habits and productivity strategies

By Ayushi Sharma

Read
Ethical considerations in insurance sales [Deepak Ramniwas Bansal]

Ethical considerations in insurance sales

By Ayushi Sharma

Read
Mental health matters: Supporting clients through life transitions and mental health challenges

Mental health matters: Supporting clients through life transitions and mental health challenges

By Nikhil Varma

Read
Time-saving tips: MDRT members discuss AI

Time-saving tips: MDRT members discuss AI

By Carla Brown, FPFS, CFP, Timothy Daniel Clairmont, MSFS

Read
Four essential things financial advisors in India should do to grow their skills [Deepak Agrawal]

Four essential things financial advisors in India should do to grow their skills

By Ayushi Sharma

Read