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In Focus: Building strong referral relationships

encore advisory web encore advisory web
Todd Stevens 2 minute read

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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Did you like this episode? Show your support by rating us or leaving a review on iTunes (Elite Broker) and by following The Adviser on social media: FacebookTwitter and LinkedIn. If you have any questions about what you heard today, any topics of interest you have in mind, or if you’d like to lend your voice to the show, email This email address is being protected from spambots. You need JavaScript enabled to view it. for more insight!

Articles of interest:

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

In Focus: Building strong referral relationships
encore advisory web
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