I'm a pretty new agent (7 months).
Everyone tells me that I need to develop referral partners in other industries that have senior clients. (P&C agents, senior housing, churches, community centers etc.) I'm trying to develop a process for cultivating these relationships, and seem to be a little stuck. I would love to hear about what you have found that works to develop these relationships.
Thanks!
Everyone tells me that I need to develop referral partners in other industries that have senior clients. (P&C agents, senior housing, churches, community centers etc.) I'm trying to develop a process for cultivating these relationships, and seem to be a little stuck. I would love to hear about what you have found that works to develop these relationships.
- Do you start with a letter, phone call, drop in?
- Do have any print pieces you send/leave?
- What is your pitch? What is your offer?
- Where have found to be most productive?
Thanks!