From the commencement of Triple A Super, we have conducted a structured referral program to assist the clients we work with to gain more value from relationships and contacts.
The referral program has as it cornerstone a CRM system with over 2500 accounting firms throughout Australia. Our process is to match a financial adviser with an accountant with similar goals and personality.
We use 5 points of matching before we begin the process of introduction. The profile matching points are:
The CRM Portal continues to monitor the progress of each introduction and provides a report at one month, three months and six months based on the activity generated.
A baseline of the referral program is the willingness of each party to open their client base to each other and work together for the benefit of the client.