Generating the right referrals while offering incentives

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Generating the right referrals while offering incentives

Mar 01 2023 / MDRT Podcast

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.

By MDRT Podcast

Topics Covered

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

AUTHOR

MDRT Podcast

Featured in this audio

Bill Cates has been teaching professionals and companies for more than 25 years about how to grow their businesses exponentially by leveraging the power of referrals, introductions and communicating compelling value. Cates has also been featured in many publications and programs, including The Wall Street Journal, ABC Business Report and more.

Tristan Karl Robert Hartey

Tristan Karl Robert Hartey is the managing director of his family firm and CEO of a U.K.-based DFM. With more than 10 years of experience within the wealth management industry, Hartey has written articles on financial planning for the U.K. Parliament as well as for U.S. and Australian publications. He is also a member of the Leaders Council of Great Britain and Northern Ireland.