Engine Room Podcast #15 - Ben Donald and Sian Shaw
Ensombl Advice Australia
00:00
The Role of Referral Partners in the Renewal Process
The advice creation process we're generally expecting within two days that an SOA should be created and with the advisor for delivery to the client. And what about the renewals? So you've got $50 million worth of business that has to roll over every year. What sort of involvement if any do your referring partners, being the GI, have with the renewal process? Yeah. The relationships between our entire team are really strong and that means it all works really well together.
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