Gratitude Marketing and Generating Client Referrals Through the Reciprocity Rule
Oct 3, 2016
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By Michael Kitces, MSFS, MTAX, CFP, CLU, ChFC
Biology has wired us to help others by rewarding the altruistic with a “helper’s high.” And those who receive help are likely to return the favor. That means advisors who express gratitude in various ways for their clients’ business will strengthen those relationships while attracting more referrals.