+1 847 692 6378

325 West Touhy Avenue 
Park Ridge, IL 60068 USA

Contact us

Helpful Links

  • For Companies
  • MDRT Store
  • MDRT Foundation
  • MDRT Academy
  • MDRT Center for Field Leadership
  • Media Room

MDRT Chapter Sites

  • Korea
  • Japan
  • Chinese Taiwan

Copyright 2025 Million Dollar Round Table®

DisclaimerPrivacy
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
MDRT Podcast
MDRT Podcast
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
‌
‌

Author(s):

MDRT Podcast

MDRT Podcast

  • About
  • Join
  • Events
  • Resources

Featured in this audio

Bill Cates, CSP, CPAE

Bill Cates, CSP, CPAE

Annapolis, USA

Tristan Karl Robert Hartey

Tristan Karl Robert Hartey