Will a coupon spur investment management referrals?
An investment manager recently sent me an email newsletter with a 25% off coupon.
Here’s what the coupon said:
SAVE 25% A reminder that as a thank you to our valued clients, those who refer a new managed account relationship to COMPANY NAME will qualify for a credit of one quarter’s management fee. Please call us for further details about this program.
If you were a client, would this motivate you to make a referral?