At our consultancy business, we specialize in offering bespoke and tailored support to estate agents, with a specific focus on improving your financial services referral process.

I have many years in estate agency financial services and can offer valuable insights and recommendations on the most suitable way of approaching clients in a friendly, professional, and convincing manner. Additionally, we provide training and support for the branch team on how to build and maintain strong relationships with financial service providers to ensure a seamless and efficient referral process. By implementing our proven strategies, agents can expect increased client satisfaction, enhanced brand reputation, and ultimately, improved financial performance.

We understand that estate agents play a crucial role in connecting clients with the right financial services providers, and our goal is to assist agents in optimizing this aspect of their business to ensure both their clients' needs are met, and their own revenue potential is maximized. Our aim is to support existing referral relationships, but we can also help agents identify and connect with suitable broker businesses.

Our approach is designed to tailor our services to the unique needs of each estate agent we work with. We begin by conducting an in-depth analysis of their current referral process, understanding their key challenges, and identifying areas for improvement.

Based on this assessment, we develop a personalized action plan that outlines specific strategies and tactics to enhance the financial services referral process to their current provider. We provide step-by-step guidance on how to effectively make referrals, as well as tips on how to communicate and present in the most compelling way.

Whether you are an estate agent just starting to explore financial services referrals or wants to refine your existing processes, our consultancy business is here to provide the customized guidance and support needed to excel in this aspect of their business.

Charges for the services will depend on the level of involvement required however we offer cost effective packages which cover the requirements of most agents.  


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