The latest news from the world of personal finance plus advice for those trying to make the most of their money.
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Generating the right referrals while offering incentives
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Manage episode 356688668 series 1030513
Content provided by MDRT Podcast. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by MDRT Podcast or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.
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. Episode breakdown: 0:28 – Matching intangible products with tangible gifts 1:41 – Identifying a range of ways to say thank you – and drive referrals 5:05 – Distinguishing between a gift and a promotional item 8:24 – Creating different opportunities for client appreciation 10:44 – Ensuring that you’re being referred to the right people Listen to the monthly series, MDRT Presents: @mdrtpresents
…
continue reading
163 episodes
MP3•Episode home
Manage episode 356688668 series 1030513
Content provided by MDRT Podcast. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by MDRT Podcast or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.
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. Episode breakdown: 0:28 – Matching intangible products with tangible gifts 1:41 – Identifying a range of ways to say thank you – and drive referrals 5:05 – Distinguishing between a gift and a promotional item 8:24 – Creating different opportunities for client appreciation 10:44 – Ensuring that you’re being referred to the right people Listen to the monthly series, MDRT Presents: @mdrtpresents
…
continue reading
163 episodes
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