Everybody knows you should thank clients when they refer business to you. But financial advisors can't agree on the right way to express their thanks.
Is a verbal thank you at your next client meeting enough? How about adding a card, gift or discount on your professional services? Often your response depends on the nature of your relationship with the client and the value of their referral.
If you decide on a card, must it be handwritten? Or could you use an automated service such as SendOutCards? I know advisors on both sides of this debate.
Some advisors reward referrals with a discount on their fees. Others shrink from this approach. They feel discount make clients question the validity of their pricing. The non-discounters may prefer to buy dinner or send a gift to the referral source.
What do YOU think? Express your opinion in the poll you'll find in the right-hand column of this blog. I'll share the results of the poll in my April e-newsletter.
Related posts
* Guest post: "The Lost Art of the Thank You Card"
* "You" can help your job hunting "thank you"
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Susan B. Weiner, CFA
Check out my website at www.InvestmentWriting.com or sign up for my free monthly e-newsletter.
Copyright 2010 by Susan B. Weiner All rights reserved
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