About Effective Referral Management

The key to success is to ensure Financial Services Professionals are having proactive conversations with their Clients in identifying broader financial needs. We are driven by a passion to help Financial Services Professionals make a real difference to their Clients lives, beyond their own area of expertise. It's what drives us. More than a claim, this describes the way we do business.

Our Model


Delivery of our Model


Benefits of the Effective Referral Management Model



David Phelan

David Phelan Visit David Phelan's Linkedin page

David Phelan has considerable experience and expertise in the Financial Services Industry. His techniques and processes of referral marketing have been endorsed by the Financial Planning Association through regular referral generation workshops for FPA members.

David has established a proven track record in working with Financial Services Professionals to set up new referral relationships and turn non- productive relationships into regular referral sources.

His passion and drive for developing relationships and asking the right questions to understand Clients is infectious. David immerses himself in the culture of his Clients to ensure organisations deeply understand their Clients.

David’s focus on the broader financial needs of all people in the general public offers Financial Services Professionals clear direction in identifying and qualifying the needs to ensure it is converted into new business for all referral partners.


Some Testimonials

"The one thing we were missing in my business was what Effective Referral Management brought to the table. They made me think about structure and accountability back to my referral sources. We even found new ones along the way. At the end of the day they helped my bottom line increase dramatically. The use of their strategies has been far more successful than traditional marketing or advertising. It has allowed me to increase my business to the point where I have hired new staff and we continue to streamline processes. I would like to say a big thank you. They will help you grow your business; the results for us speak for themselves."

Michael Ord
Director
Coremotion Financial Services


"I would happily recommend Effective Referrals Managements referral training program for other insurance brokers or professional service firms looking to develop the referral mindset within their business.

Their program was very well structured and facilitated in a way that firstly brought out the fears/objections of participants and then provided the tools to overcome them.

Our team responded very positively and we have seen a greater level engagement with clients and naturally an increase in referral activity which is impacting revenue."

Peter Conquest
Director
Philip Newby Owen


"We have been engaged with David Phelan and Effective Referral Management for 9 months and David has contributed greatly to our culture of helping our Clients more. He is part of the team and has provided so many simple processes we have accommodated to make our lives easier to systematically understand our Clients even more.

David provides the bridge to my external referral sources by providing them with training, coaching and mentoring around the broader financial needs of Clients. This way I can get on with doing the business with converting referrals rather than be tied up with motivating and coaching referral partners.

What David has taught us is now an integral part of how we do business."

Neelan Sornalingam
Director/Advisor
Centurion Private Wealth


"I would happily recommend Effective Referrals Managements referral training program for other insurance brokers or professional service firms looking to develop the referral mindset within their business.

Their program was very well structured and facilitated in a way that firstly brought out the fears/objections of participants and then provided the tools to overcome them.

Our team responded very positively and we have seen a greater level engagement with clients and naturally an increase in referral activity which is impacting revenue."

Trina Wood
Senior Financial Planner
Green Associates


"I have experienced David Phelan's model in a previous business and now I have bought him along to help with my new business venture. David's techniques and processes for identifying the broader needs of Clients has been very helpful for me in evolving and growing our Client relationships.

In addition, David has opened up new opportunities with referral partners which has led to new growth for our new business – very exciting and busy times!"

Ingrid Workam
Director
Genfocus


"Working with Effective Referral Management has improved my business networks and regular referrals in such an amazing way. I have made a few simple changes to the way I run my client meetings resulting in a minimum of one referral out at every meeting."

Peter Conquest
Director
Philip Newby Owen


Our People

David Phelan - david.phelan@effectivereferrals.com.au

Tim Bonifant - tim@effecivereferrals.com.au

Lisa Sutton - lisa.sutton@effecivereferrals.com.au

Del Phelan - del.phelan@effecivereferrals.com.au

 

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