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effectivereferrals.com.au

Effective Referral Management

Working with David Phelan from Effective Referral Management has developed my Client relationships. Our Firm is now consistently asking accurate questions so we can identify our Clients broader financial needs; this has paved the way for gaining more referrals back from our Clients. Importantly David has also worked with my referral partner network to lift their awareness around opportunities to help their Clients more which has resulted in new referrals and increased revenue for my Business. David provi...

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Working with David Phelan from Effective Referral Management has developed my Client relationships. Our Firm is now consistently asking accurate questions so we can identify our Clients broader financial needs; this has paved the way for gaining more referrals back from our Clients. Importantly David has also worked with my referral partner network to lift their awareness around opportunities to help their Clients more which has resulted in new referrals and increased revenue for my Business. David provi...
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Effective Referral Management | effectivereferrals.com.au Reviews

https://effectivereferrals.com.au

Working with David Phelan from Effective Referral Management has developed my Client relationships. Our Firm is now consistently asking accurate questions so we can identify our Clients broader financial needs; this has paved the way for gaining more referrals back from our Clients. Importantly David has also worked with my referral partner network to lift their awareness around opportunities to help their Clients more which has resulted in new referrals and increased revenue for my Business. David provi...

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effectivereferrals.com.au effectivereferrals.com.au
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Effective Referral Management : The Effective Referral Management Process

http://effectivereferrals.com.au/referral-management/the-process.asp

There are many factors affecting one’s position in relation to referring Clients to other professionals, yet referring your Clients to other professionals is the simplest and most effective way to grow your business and retain your Clients. The Why, What, and How in relation to referral marketing is not rocket science, yet it does require the right mindset, and specific steps to be adhered to consistently. Below is a list of services ERM provides Financial Service Professionals. Develop the right mindset.

2

Effective Referral Management

http://effectivereferrals.com.au/referral-management/consulting-statement.asp

Effective Referral Management - Media Room. Accountant Referrals Could Help Solve Underinsurance. Emily Saint-Smith - 22 April, 2014. An increase in risk insurance referrals by accountants will make great in-roads into Australia’s underinsurance gap, one industry expert has advised. Responding to recent research from the Financial Services Council and MetLife, David Phelan, from Effective Referral Management, said a referral from a trusted source was an excellent solution to overcoming client apathy.

3

Effective Referral Management : Who is Effective Referral Management?

http://effectivereferrals.com.au/referral-management/who-we-are.asp

About Effective Referral Management. Effective Referral Management (ERM) has been born out of what founders Les Roberts. Kept hearing in the Financial Services industry year in year out for 30 years:. How do I get more referrals? And "How can I find someone I can trust to refer this business to? Referral Marketing has been done poorly for far too long in Australia. This is no easy task. With 30 years in various roles in Financial Services, a history in business risk management, Superannuation funds, Advi...

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Succession Planning and Negotiation. Revenue Performance Management Group International (RPMGI). Http:/ www.rpmgi.com.au. Http:/ www.effectivereferrals.com.au. Effective Referral Management assists in reviewing and establishing business to business relationships that adds value to both business's; and provides a system and a process that effectively manages these relationships, producing the outcomes both business's are seeking. Psychology at Work -. Http:/ www.psychologyatwork.com.au. Louise Biti and As...

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Effective Referral Management

Working with David Phelan from Effective Referral Management has developed my Client relationships. Our Firm is now consistently asking accurate questions so we can identify our Clients broader financial needs; this has paved the way for gaining more referrals back from our Clients. Importantly David has also worked with my referral partner network to lift their awareness around opportunities to help their Clients more which has resulted in new referrals and increased revenue for my Business. David provi...

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