Should you give a sly kickback to referrers?
Professional Services & Quick Tips Videos & Sales & Marketing for Professional Services

Should you give a sly kickback to referrers?

March 4, 2020

by Tony Vidler  CFP logo   CLU logo  ChFC logo

One of the ethical challenges for professionals is how to appropriately recognise the value of a great referrer or Centre-Of-Influence.

A little kickback on the sly?

Hardly professional.

Don’t talk about it and pretend there is no commercial significance?

Not great for maintaining trust long term.

 

It doesn’t have to become a dilemma if you follow a few basic principles and understand precisely where your own moral compass sits to begin with.

In this weeks Quick Tips video we talk about how to handle a potentially dangerous discussion in such a way that everyone feels good about – and looks good from it……which is the small matter of whether you should or shouldn’t remunerate a referrer…

 

…watch the video to learn more… 


Related to this post:
This is why most Centre-Of-Influence Referral efforts will fail for most advisers
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