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