Growing Referrals Through Meaningful Client Gifts With Ed Levy
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About this listen
What you'll learn about in this episode:
1. Client Gifting That Actually Moves the Needle
- Why gifts must feel personal (not promo) to change client attitudes
- How "high perceived value" (typically $25–$35+) beats swag every time
2. Timing & Touchpoints Across the Case
- Best moments to gift: onboarding, mid-case, and 30–60 days post-settlement
- How mid-case gifting calms nerves and post-settlement gifting says "not forgotten"
3. Design, Messaging & Differentiation
- Crafting firm-specific designs and note cards that tell why this gift was chosen
- Removing calls-to-action so the gift strengthens trust (not sells)
4. Execution Without the Headaches
- Creative, production, warehousing, and weekly fulfillment handled for you
- Practical ranges with glassware, blankets, tech, and more
5. ROI, Referrals & Ethics Nuance
- How a 1–3% referral lift can pay for the entire program
- Ideas for past-client/referrer tiers—plus watching state-bar rules on gifts
Resources:
Website: edventurepromotions.com/ilovemypilawyer
LinkedIn: linkedin.com/in/edlevy
Instagram: https://www.instagram.com/ilovemypilawyer/
Additional Resources: https://www.pilmma.org/the-mastermind-effect https://www.pilmma.org/resources https://www.pilmma.org/mastermind
AI for PI Expo: www.pilmma.org/ai-for-pi-expo
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