Home – New Forums Face-to-face meetups & events Seeking Like Minded Professionals

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  • #984590
    alliedib
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    • Total posts: 453
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    Hi everyone,

    After FS for 12 months I am at the point where I would like to expand my referral network. As such, I am looking for referral partners in the following fields:

    Accountants;
    Business Brokers;
    Finance / Mortgage Brokers (commercial preferable);
    Financial Planners;
    Insurance Brokers (with niche specialties);
    Real Estate Agents;
    Solicitors; and
    Strata Managers;

    In addition to Micro/Small Business, my target market segments are:

    – Commercial Property Owners;
    – Contractors Plant and Equipment.
    – Hospitality Risks (Hotels / Clubs / Restaurants / Takeaways);
    – Not For Profit Organisations; and
    – Strata (both Residential and Commercial).

    My philosophy is simply – the advice / policies I provide are CLIENT NEEDS driven, not price driven. I am based in regional NSW but have clients all over the state (as well as access to a portfolio of clients in every state/territory of Australia).

    I would invite any like minded professionals (even if you don’t fall into the above categories) to give me a call and discuss how we can both assist our clients.

    Regards,

    Mark

    #1148551
    alliedib
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    • Total posts: 453
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    Thanks to everyone who has contacted me about this post… I have had a few promising discussions with both FS and non-FS members which is good.

    I am still (especially) looking for anyone who has exposure to Commercial Property Owners / Not For Profits / Hospitality – especially on the eastern seaboard.

    If you are a Mortgage Broker / Financial Planner / Commercial Strata Manager and would like to discuss how we could help each others clients please give me a call.

    Regards,

    Mark

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