Question: This year, you hosted a small intimate dinner for your top 1 0 clients and added a fun element of friendly competition to kick -
This year, you hosted a small intimate dinner for your top clients and added a fun element of friendly competition to kickoff the year. For each successful referral that a client gives you ie has to be onboarded you will give the referring client off their entire annual advisory fee. The client that refers the most will get that discount, as well as an additional for an annual advisory fee savings of as a way of celebrating your practice's year anniversary.
What type of marketing strategy did you just use?
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