Thursday, December 4, 2008

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?

Susan B. Weiner, CFA
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Copyright 2008 by Susan B. Weiner All rights reserved

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