There are more options for creative thank-you givers. One Midwestern loan officer created a CD-ROM presentation and distributed it to all clients that closed a loan with him. The CD simply thanked the customers for their business. It also highlighted home-safety tips for new and existing homeowners. It was such a nice touch that it became a key tool for the company to generate more business.

Finally, a referral is one of the best ways to say thank you to a customer financially. If you know people who might benefit from your clients’ products or services, refer them. Your clients will thank you for this.

Saying thank you can range from two simple words to a creative production. The bottom line is that whatever method you use to show your appreciation, it is imperative to thank the clients who make you successful.

Brian S. Wallace is director of training for Silver Hill Financial LLC in Coral Gables, Fla. He can be reached at (305) 646-6478 or toll-free at (888) 988-8843. For suggested reading or effective time-management techniques, e-mail Brian at brianwallace@silverhillfinancial.com. Fax: (305) 646-4732. Additional information on Silver Hill Financial can be found on its Web site, www.silverhillfinancial.com.

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