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In Focus: Building strong referral relationships

by Todd Stevens4 minute read
Mark Zaglas, managing partner, director Encore Advisory Group, and Haydn Marshallprincipal, broker Lend Perspective

Establishing a strong referral network is one of the key aspects of building a successful brokerage. But how do you make sure that your referral partnerships are benefiting all parties involved?

In this episode of In Focus, host Annie Kane is joined by two specialists in this area – the managing partner and director of Encore Advisory Group, Mark Zaglas, and principal and broker at Lend Perspective, Haydn Marshall – to discuss the need for and importance of referral partners, the must-do’s when forming these relationships, and how to ensure that these partnerships last for the long term.

In this episode, tune in to find out:

  • The pros and cons of paying a referrer
  • How to ensure that you are receiving valuable quality leads
  • The merits and challenges of forming joint ventures with referrers

And plenty more!   

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Articles of interest:

Why this broker merged his business with another
Defining your employee value proposition
Major bank to end introducer payments

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