Thank the Advisor for a referral

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It is important to thank an advisor for every referral they give you.

You should always send them a handwritten thank you note. If they are a good referral source or one of their referrals develops into a top client, it would warrant some of your budget money for an appreciation gift.

Referrals are your lifeblood. Treat them that way.

 
 
Posted by got coach at 1/8/2011 4:59 AM
Categories: Quick Tip
 

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