The Secrets of Successful Referrals

What you need to consider when developing a referral marketing program to generate new business effectively and at low costs.  I discuss how you can use incentives to drive participation, how to maximize lead generation, and how to motivate referrals to do business with you.

Loyalty Marketing in Retail Banking

Presentation I made to the Western Independent Banker’s conference in 2003. I cover the various forms of loyalty, which type of loyalty program is best suited for consumer financial services, and how Bankers can learn from Amazon.com to strengthen relationships with their customers.