Tracey Dean is the Director of Keeping Clients and previous broker and Mortgage Choice Franchise owner with over 20 years industry experience.
Topics discussed –
- The benefits in contacting your clients to build your loan book and increase business value
- The power in generating referrals from 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