Results 1 to 18 of 18
Threaded View
-
07-30-2023, 05:39 PM #1
- Join Date
- Dec 2021
- Posts
- 14
What client referral programs are working for your business?
I am a licensed commercial real estate broker, business broker, finance specialist, and certified exit planning advisor. While I work larger success-fee-based deals for CRE/Business, I sell operating capital loans and revolvers as a way to normalize my income stream since brokerage can be feast or famine and take-3-9 months to close.
I have a small staff including a seasoned executive assistant, bookkeeper, senior financial analyst, social media person, and an IT person to help me automate our Zoho CRM system.
I'm getting ready to hire a coordinator to help with the client handoff once a client engages in our services.
I was curious to learn about worthy referral programs to offer clients so they'll become a great marketing resource for the business.
I don't see offering a fee discount as something very motivating. Are you offering cash? AMEX gift cards? Trips?
What is working these days?
Thanks for your input.
Similar Threads
-
Client needing business or working capital loan
By MissouriBroker1 in forum Deal BinReplies: 2Last Post: 08-04-2022, 01:53 PM -
Another Happy Client and Referral Partner...
By Kevin Henry-Seacoast in forum PromotionsReplies: 0Last Post: 09-18-2018, 03:02 PM -
Looking for a home for your client? Referral Opportunity
By BrianEricEatz in forum Merchant Cash AdvanceReplies: 6Last Post: 01-04-2017, 05:39 PM -
Multiple working capital programs available for your client shipping goods overseas
By bdshaw in forum Business LoansReplies: 0Last Post: 03-16-2015, 03:11 PM -
Multiple working capital programs available for your client shipping goods overseas
By bdshaw in forum Business LoansReplies: 0Last Post: 03-16-2015, 03:00 PM