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Background
Refer to the Case study business profile for Capital City Finance and Mortgage Brokers (CCF & MB) located in the subject room.
George and Mildred are very happy with the way you provide service to your clients and your contribution to building the business. They now want you to take the next step into a more senior role of general manager and turn your focus to expanding the business, by building relationships through strategic alliances with selected real estate agents, accountants and legal firms. They also want you to consider how CCF & MB can consolidate its relationships with its existing strategic partners.
Task 1 - Developing and nurturing relationships with clients, other professionals and third-party referrers
George and Mildred require you to write two (2) growth plans.
The layout and content of each plan should address the following:
You can use a suitable template that you are familiar with or have found on the internet or you can utilise the template provided below.
When completing this task, assumptions are permitted, although they must not be in conflict with the information provided in the background information.
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