Loading Events

« All Events

Risk Conversations | From scattergun to strategy: Building centres of influence with intent

September 3 @ 11:00 am - 12:00 pm AEST

Welcome to the Risk Conversations Series – an engaging and informal webinar series by Risk Hub, focused on real-world perspectives from those working in and around risk advice.

From scattergun to strategy: Building centres of influence with intent

Hosts: Marc Fabris, Founder of Risk Hub and Peter Stathis, The Life Insurance Guy

Special Guest: Graham Burnard, Maven Business Strategies

Date: Thursday 3 September 2026
Time: 11:00am – 12:00pm AEST

Most practices approach referrals with a wide net and a bit of hope. A few accountants, a mortgage broker or two, and a general sense that something might come of it.

 

The firms that get real results do it differently. They know exactly who they want referred, they choose their partners deliberately, and they give those partners a reason to make the introduction.

 

Graham Burnard has spent over twenty years working with advice businesses on exactly this. He joins Marc and Pete for a conversation about what separates a referral relationship that works from one that just sits there.

 

We’ll get into:

  • Why most referral efforts quietly fail, and the mindset behind it
  • Moving from “send me anyone who needs insurance” to “send me people like this”
  • Choosing referral partners deliberately rather than opportunistically
  • Making the partner feel they’re doing their client a favour, not doing you one
  • Giving partners something useful to hand over, so the referral has a natural trigger

Worth coming along with a referral relationship in mind, or one you’d like to build.

 

As always, bring your questions and jump into the conversation. This one is a chat, not a presentation.

 

60 minutes including Q&A.
Yes – we’ll record the session in case you can’t make it.

 

* CPD Credit will be provided

Register now to secure your spot and be part of the conversation! 

Venue

  • Webinar

Organiser

Leave a Reply