Generating the right referrals while offering incentives

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

in MDRT PodcastMar 1, 2023

Generating the right referrals while offering incentives

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.

Referrals

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Author(s):

MDRT Podcast

Featured in this audio

Bill Cates, CSP, CPAE

Annapolis, USA