We are in the process of researching many authoritative thought leaders on this topic. Look for our news on this coming soon.
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%)
We are in the process of researching many authoritative thought leaders on this topic. Look for our news on this coming soon.
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