Updated Friday, April 18, 2014 as of 9:10 AM ET
Practice - Regulatory/Compliance
Giving Proper Thanks for a Referral
Friday, March 1, 2013

We send a thank-you letter to a client who refers a prospect to us. If the prospect becomes a client, are we allowed to send a thank-you letter telling the person who made the referral that the prospect became a client, or does that violate privacy issues?

D.J., Virginia

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