How to make the most of referral partners

Referral partners are the second biggest source of new business for accountants. However, these groups lack the professional development and coordination to maximise returns. We can help.

PlannerWeb works with groups of referral partners to develop the revenue potential of their client bases. Often referral partners include financial planning practices, accounting practices, law firms, mortgage brokers and insurance brokers.

Plannerweb coordinates a group’s marketing to maximise returns and professionally manages referrals to ensure there is oversight and follow-up. The overall aim of the referral partners is to supply the range of financial services the group’s clients need.

PlannerWeb’s unique marketing outsourcing services are a perfect solution for your digital marketing needs. Not just because we supply more digital services than anyone else but because we have the marketing expertise, the industry experience, and the time needed to get the job done.

Our software manages the referrals as they pass from member to member. All client information is transferred through a secure practice development portal (PDP) and each member can check to see how their client is being ‘looked after’ at any time. Without this sort of professional oversight, referred clients can be overlooked and mismanaged.

An overview of how PlannerWeb works with one particular referral group can be viewed in the following image:

Latest Blog Posts

What is HTTPS and how does it relate to your website?

We've all noticed in recent times that the URL of a number of sites now start with HTTPS rather than HTTP, but...

Read More

Key areas where a planner delivers long-term results.

The fifth in our series of articles on how a financial planner adds value to a portfolio. The past four...

Read More

Part 4 – The major benefit of ‘behavioural coaching’.

One important part of a planner’s job, and what adds real value, is being able to keep their clients focused...

Read More

Behavioural Coaching and its contribution to financial planning.

Last month’s topic was “How a Financial Planner adds value to a Portfolio?”, a major component being...

Read More

How financial advice helps create wealth.

An article based on a 16 year study by Vanguard Investments Pty Ltd. Last month I reported on a 16-year study...

Read More

What a financial adviser can add to your portfolio’s returns.

Financial planning has seen significant growth over the past two decades because, as a rule, it works...

Read More

Why digital resources fail to deliver.

Websites can look fantastic and there is no shortage of suppliers of websites, portals, data analysis, one-off...

Read More

How to make the most of referral partners

Referral partners are the second biggest source of new business for accountants. However, these groups lack...

Read More