Tracey Dean, Director of Keeping Clients, a dedicated client retention services business joins us in the latest Billion Dollar Broker Podcast episode!
We discussed the benefits of contacting your clients to build your loan book and increase business value. As a former Mortgage Choice Franchise owner with over 20 years industry experience, Tracey is an amazing authority in this space.
We discuss the powering generating referrals from your existing client base and why it is often underestimated by many brokers.
Tracey shares her lessons on why many brokers struggle to make relationship calls and what to do about it. She also discussed how the best brokers outsource this and make it work.
In this episode you will learn:
- The benefits of contacting your clients to build your loan book and business value.
- The power of generating referrals fro your existing client base and why it is often underestimated by many brokers
- Why many brokers struggle to make relationship calls and what to do about it
- How the best brokers outsource this and make it work
