Nexus mortgage referral education session

Nexus Partners in conjunction with AS Partners Accountants and supported by NAB, hosted a referral partners education lunch at RACV Club Wine Cellar.  In attendance were 12 accountants and two financial planning business development managers who had the opportunity to hear presenter Sevan Tuna, Partner at AS Partners Accountants speak to how he incorporates the model into his practice. Sevan demonstrated how referring to an expert lender can add significant value to the client experience whilst at the same time strengthening the Accountant/Client relationship.

The session was not only very informative, but also a great opportunity for new networks and relationships to be developed. NAB’s support for the event was also appreciated, and was great to hear both Mil Kairouz and Robbie Hartkopf reinforce the importance of strong referral partnerships with their teams.