Tracey Heath

Director at Keeping Clients - Richmond, NSW, AU

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Location
Richmond, New South Wales, Australia
Company
Keeping Clients
Tracey Heath's Company Details
Keeping Clients logo, Keeping Clients contact details

Keeping Clients

Richmond, NSW, AU • 5 - 9 Employees
Financial Services

Tracey and the Keeping Clients team specialize in giving brokers peace of mind by looking after your existing client contact while you're busy growing you're business!Our electronic world can get a bit impersonal – we bring the human back.Most busy Mortgage Brokers lack the time to call their clients but, most brokers also know that talking to and listening to clients will make them feel more valued and so more likely to be retained in their businesses. The cost of losing a client from a business is much greater than just the trailing income loss – there's also the loss of the possibility of repeat business, of cross selling other products, of getting referrals from the clients and, most brokers take it quite personally when they lose clients – so a bit of emotional stress! Our experienced team love talking to and listening to people, they call as "employee's" of your business and talk to your clients with knowledge and maturity – the way you would want your business represented. We are great at encouraging clients to have their loans reviewed to check that the loans are still as competitive as possible and to check that the loans are still the most suitable for them. Once the client is in front of you – the possibilities are endless. The benefits of talking to and listening to your clients include:• Directly generated repeat business• Increased referral business• Reduced runoff rate • Increased client loyaltyDirector Tracey Dean is an experienced Client Retention Specialist and Business Manager in the Mortgage and Finance Industry. Extensive experience helping Mortgage Businesses to retain clients and generate repeat business from them. Tracey has a Diploma in Finance Broking Mortgage Management.We have a proven track record with generating repeat and new business with this service. References can be provided.Contact Tracey Dean at Keeping Clients on 0411 546 947.e: tracey@keepingclients.com.auw: http://www.keepingclients.com.au/.

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