Stand out from your competition with these ideas:
Tailored gifts
Send out parenting magazines to new parents, ice cream gift cards for kids’ birthdays, golf balls with clients’ names on them and chocolates with clients’ company logos on them. It’s about valuing the clients and their companies.
— Ashok Sardana, a 26-year MDRT member from Dubai, United Arab Emirates
Social media
See what clients are up to on Facebook, and notice opportunities for helping them. For example, two of our clients unfortunately suffered broken bones and posted about it online. I was able to send them each private messages saying we had already arranged their income protection claim forms, well before they even had time to think about me or my office. Clients are impressed by this level of proactive service.
— Peter Jason Byrne, a 10-year MDRT member from Coorparoo, Queensland, Australia
Donate
Thank the person who has given you a referral by donating to the charity of their choice.
— Clay Gillespie, CFP, CIM, a 17-year MDRT member from Vancouver, British Columbia, Canada
Thanks for information Sr./Medam
Innovative
Very nice