BUSINESS DEVELOPMENT SOLUTIONS

BUSINESS DEVELOPMENT SOLUTIONS FOR THE FINANCIAL SERVICES INDUSTRY.

WHAT WE DO?

Referconnect was born to solve an ever increasing problem identified in the Financial Services Industry – uneven and poor sales results for established businesses. Setting about rectifying these misgivings and putting the right systems and processes into place, we are able to deliver a precise result for all businesses regardless of their requirements and size. 

 

Listening to my peers I discovered that their challenge is to adapt to an ever-evolving consumer marketplace while continually working on and in some cases refreshing their referral sources. Not having the right team and processes to cater for their client’s needs and not committing the discipline, patience and time to develop their referral sources are factors contributing to uneven sales results.

 

To help our clients deliver consistent results and improve their bottom line we analyse their current Business Development initiatives, take an objective view and create solutions to overcome any shortfalls. We also manage the tedious legwork and develop these relationships into a partnership with our clients.

 

We work with our clients (Financial Advisors, Mortgage Brokers, Accountants and Bookkeepers) to help them better engage their clients and increase revenue on a client by client basis. ReferConnect achieves this by having an unconditional focus on delivering their clients the prescribed Optimal Financial Outcome. 

 

A typical ReferConnect client has been in business over 5 years with over 200 active clients and is finding that in servicing them consistently to a high standard becomes restrictive to growth. Not everyone can afford a Business Development Manager so why not outsource this on a commission only basis.

 

Please contact us for a complimentary and confidential review to see how ReferConnect can get you back in the game.

 

OUR VISION

Our vision at Referconnect is to provide world class Business Development Solutions to the Financial Services Industry.

 

We do this by finding the right referral partner where your ideal clients live.

 

PROJECTS

ReferConnect is currently engaged with some of Austraia's top Mortgage Brokers, Financial Planners, Accountants and Property Investment Specialists including:

WHAT PEOPLE SAY

Steve is a valuable contact and asset to my business. His hard working, driven and results focused approach has yielded great success and promises to continue in that direction. Onwards and upwards!
I can highly recommend Steve to anyone looking to do business with him.

Ben Behar

Mortgage Broker Melbourne

After having a not so good experience with our sub Aggregator, Steve came into our lives at a time where we were deflated and felt let down. He made some pretty unrealistic promises and we were very skeptical about coming across. He not only exceed our expectations, he has become a great mate and critical in ensuring our business grows as it should. Not only has our business now grown 3 fold, it is at a point where we now are looking at growing it via hiring further staff to assist with demand. 

Thanks Steve, you have mentored us, kept us grounded and taught us new methods of growing our business. You are relentless and I am yet to see a harder worker who is committed to not only his values but all the people who work around him.

this recommendation is well deserved.

Grace Macca-Chiodo

The Professionals in Finance

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CONTACT US

ADDRESS: LEVEL 27, 101 COLLINS STREET MELBOURNE, AUSTRALIA

STEVE@REFERCONNECT.COM.AU

 

© 2017 ReferConnect.

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