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Terry uses it · Find clients · No. 2
A broker looking for lawyers, accountants and buyer's agents to refer clients: rank all of Sydney
- The problem
- Relying on friends' introductions, you meet only a few partners a year.
- Before
- Asking friends, going to events, hoping for luck.
- Now
- It lists every firm of these types in Sydney — which ones share your clients and why they fit — and writes each one a letter.
- You do
- Deciding who's worth meeting is your job.
- Runs
- When you say “rank them”
- Tools
- Codex
Partners are found, not waited for.