The Effective Referral Management Process

The Effective Referral Management process has been specifically designed to allow Accountants, Lawyers, General Insurance Brokers and Mortgage Brokers to systematically process and communicate the business they refer to Financial Advisers - and as a result, to radically increase the rewards they reap from such referrals.

On the flip side, the process has also been designed to provide a stream of business leads to Financial Advisers, which can be systematically attributed back to the referrer - and acknowledged accordingly.

As you would expect, the Effective Refferal Management process can be harnessed by a much wider group of businesses than just these vocations. In fact anyone (we should say everyone!) in business who refers ... or receives referrals for new business.

So, what does that mean in the real world?

Effective Referral Management was inspired by the real world need for the average Australian to significantly improve the very low level of life insurance, trauma and income protection they carry.

It's a statistic that every Financial Adviser is acquainted with when first entering the industry, and one that keeps them motivated about the huge potential business opportunity out there.

But not having cover is one thing. Advisers need to be able to identify the Australians who are ready to do something about it.

That's where the Accountants, the Lawyers, the General Insurance Brokers and the Mortgage Brokers come in. They're people (and businesses) who on a daily basis 'influence' their clients' financial decisions. And most importantly, uncover their need for financial services products.

They need to be able to get a trusted Financial Adviser help their client.

So Effective Referral Management is setting up a 'Panel' of Advisers who are ready to receive, and act on such referrals. They are Advisers which the Effective Referral Management system will vet, and approve.

At the same time, Effective Referral Management will establish a 'Centre of Influence' - a database of Accountants, Lawyers, General Insurance Brokers and Mortgage Brokers who regard financial services as a mainstream part of their business, and who are looking for troops on the ground to make that business happen.

Contact us today to find out more about how the Effective Referral Management System can work for you - whether you are a 'referrer' or a 'referee'.

As you can imagine, there's eventually a small cost involved in being a part of the Effective Referral Management process - but until you've found out more, and are completely happy with what you've seen, we're happy to show you more, for free.