Maximising Introducer Relationships

The introducer relationship represents a valuable marketing tactic enabling advisers and planners to expand their reach and differentiate themselves.

However, many advisers fail to capitalise on the opportunity. In this webinar, Faith identifies ways to tap into this relationship to attract higher quality leads and secure long-term client relationships based on trust, credibility, and shared values.

Learning objectives

This webinar is about …

• Exploring the key benefits – what could a successful relationship with introducers look like for your business?
• Developing your targeting strategy – what are your areas of expertise? What type of clients are you looking to attract?
• Crafting the perfect introducer pack – what should you include and how can you personalise it?
• Considering your ongoing marketing strategy – what are the continuous engagement tactics that will keep you top of mind and foster a steady referral stream?