The Adviser Podcast Network

In Focus: Marrying digital and personal interaction into one


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The In Focus podcast has previously looked at the role of CRM systems in creating more efficient, personalised service for the customer and broker alike, with the March episode hearing from REA Group’s Steve Carroll and how brokers can start their digital journey.

In this episode, realestate.com.au home loans specialist Peita Davies joins host Annie Kane to share first-hand how she is utilising digital services in her role, and reflect on the changes that she has seen in her 17 years as a broker.

Peita will share how realestate.com.au Home Loans is fusing the digital and personal interaction worlds together to help her meet her customers’ needs, how she is creating a social media presence, and how she measures favourable customer outcomes.

In this episode, tune in to find out:

- The CRM system that she utilises in her business and how it has changed how she communicates with her team - How technology is helping shape her business direction on a daily basis - The importance of content to connect with customers - What was involved in the transition into becoming a broker under the realestate.com.au Home Loans brand

And plenty more!

 

...more
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The Adviser Podcast NetworkBy Momentum Media

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