While some advisors say offering competitive fees is more important, business consultant Angie Herbers maintains that her clients that offer perks reap the rewards of doing so.
Estimated reading time: 0 minutes, 21 seconds
Offering Clients Perks Can Boost Referrals
Giving clients perks, such as ID theft protection services or subscriptions to financial magazines, can help advisors boost their referrals beyond the typical rate of one referral per month for every $1 million in revenue. So reports Financial Advisor.
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