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
Manage episode 356688668 series 1030513
内容由MDRT Podcast提供。所有播客内容(包括剧集、图形和播客描述)均由 MDRT Podcast 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/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
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continue reading
153集单集
Manage episode 356688668 series 1030513
内容由MDRT Podcast提供。所有播客内容(包括剧集、图形和播客描述)均由 MDRT Podcast 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/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
153集单集
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