Leads

Leads are a key word in the broking industry these days, the golden word in fact. A good lead source can result in a lot of business, and the flow on effect of the lead referring you to their family and friends is full of potential.

It’s all well and good to have a referral arrangement but you need to work at making the arrangement work for you and produce quality leads. So if you have a source providing leads here are some tips to make the most of the opportunity:

1.     Be actively involved in the partnership. Provide your source all the materials they need to easily promote your services within their business (logos, flyers, brochures, content)

2.     Interact with the sources  social media, ask them if you can promote your services on their Facebook page

3.     Ask the referral source to put your business on their website for more exposure and an easy way for their clients to contact you

4.     Run promotional activities with you source. Add a flyer/logo to mail outs or emails they send and include their details in your own promotional activities so they feel like you are returning the favour.

5.     Provide good service to their clients and ask their clients to send anyone they know that needs finance your way

6.     Keep your source informed and up to date on work your do with their client so the relationship is open and communicative.

One word of warning to keep in mind though, with any promotional activity make sure the referral source is not looking like they purport to be providing  financial advice as they will need to be a Credit Representative or an Australian Credit Licence holder.

These may sound like simple steps but if you follow them thoroughly your will receive more leads and more business.

Til next time,

Lesley