Be kind to your Referral Partners – Money Management Magazine

Money Management Magazine In today’s edition of Money Management Magazine, Tim Stewart discusses the need for Financial Services firms to see the relationship with their referral partners as a business relationship.

“According to Prova director Debra McQuinn, accountants and financial planners often have very different behavioural styles – and if the planner is unaware of the difference, they run the risk of turning their referral partner off.”

“According to Effective Referral Management director David Phelan, planners have traditionally been too focused on receiving referrals and have failed to take a deep interest in their referral partners.

Accountants often feel planners are dying to get at their client base rather than attempting to help each professional grow their business, said Phelan.”

Click Here to read the full article from Stewart.

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About Derek

Derek has worked in the Sales & Marketing Consulting and CRM industries for over 17 years. He's consulted to companies here and overseas helping them develop processes to support their lead generation, marketing and sales businesses. He sees CRM as an enabler and not a solution by and of itself. Implemented with users in mind and a clear view of defined processes, companies can derive great value from their CRM.

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