If you’re ready to talk to someone who speaks your language –as in putting high value on your customer base and wanting to make the most of it – you’ve come to the right place.
Tracey Dean and her Keeping Clients team of customer care consultants have been working for brokers and advisors across Australia since 2014 with one goal: Have meaningful conversations with their clients at important financial touchpoints to ensure ongoing business and referrals from that client base.
Let Us Help*2020 data (based average loan size of $400K and industry average upfront comm. of 0.65%)
Let’s talk about your current advisor or broker business and how you handle client follow-up. With no obligation, we’ll be happy to provide our recommendations and show you how easy it is to get started with Keeping Clients.
Let Us Help