'The best brokers put their customers first'
In this edition of MPA’s long-running BDM in the Spotlight series, RedZed business development manager and illustrious home renovator Renzo Perri chats about putting customers first and being the source of truth for brokers at the SMSF and small-business specialist lender.
Name: Renzo Perri
Job title: Business development manager
Years in the industry: 33 years in financial services, 20+ years in third party
Company: RedZed
Location: Brisbane
What’s your favourite part of the job?
Apart from helping brokers find solutions for their customers, it’s the relationships that you build along the way both on a business and personal level.
What’s a goal that you aim to achieve in your role?
To make a positive impact on my customers, colleagues and the business through every interaction no matter how small.
What sets successful brokers apart?
The best brokers put their customers first. They take the time to really get to know them and understand the value of forging long-term relationships. They are not transactional. They also give back to the industry by sharing their knowledge, experience, and success so that everyone benefits in the long run.
What should brokers expect from their state manager or BDM?
Brokers should expect BDMs to be available and do what they say they’re going to do. My aim is to be “the source of truth,” so if I can’t help, I will try to direct them to someone who can.
Are there any industry-wide changes that you think would benefit brokers?
Technology and AI continue to transform the industry. Whilst I believe that truly strong relationships are built on a personal level, the more that technology can take care of the “necessary but boring stuff” the more that the industry will be streamlined, and brokers will be able to spend more time doing what started this industry in the first place – helping people.
What do you provide to brokers that makes you valuable to them?
Having spent some time as a broker, I understand what it’s like on that side of the fence. A speedy response is super important as is the ability to have faith in what you’ve been told. Being transparent and upfront can save a broker a lot of time – we’re in this together.
Describe your ideal weekend:
Two consecutive days that don’t involve me renovating or being on yard duty would be what dreams are made of.
