May 31, 2024

Accelerating internal referrals and advisory results with Kirsty Bullen

23 minutes

Kirsty Bullen, a director at Campbell Tyson, discusses how she has been accelerating internal referrals and greater advisory success in the firm. Around for over 100 years, Campbell Tyson is based in Pukekohe, New Zealand and has a varied client base, including the agricultural, commercial, and investment sectors. Mindshop tools have been used in the firm to bring consistency to the advisory services with a focus on workshops and business health checks to provide value to their clients. In this podcast Kirsty talks about how they cultivate referral relationships and focus on storytelling to deliver services.

Chapters

00:10 Introduction and Background of the Firm

06:35 Getting Others to Refer the Firm

13:05 Cultivating Super Referrers

Takeaways

Internal referrals and word-of-mouth are key for business growth.

Using Mindshop tools brings consistency to advisory services.

Workshops and business health checks provide value to clients.

Cultivating referral relationships and storytelling are effective strategies for accelerating referrals.

...more