Your Finance Matters Marketing Program

Build loyalty, raise your company profile and generate qualified referrals with a marketing program designed specifically for mortgage brokers.

We are the market leaders and have been helping Mortgage Brokers grow their businesses since 2004.

The Finance Matters Marketing Program supports all the pieces of your marketing puzzle by including the seven services listed below.

Regardless of the components you decide to use, they are all designed with 3 main objectives in mind:

1. Improve client loyalty and client retention for your business
2. Improve your referral rate from existing and new clients
3. Improve your business and company profile to your existing and future clients

Depending on your own business goals, you may choose to use all seven or you may feel that one or two of these will be enough to help your business intially. Components 3-7 are included at no extra cost to you, however they are worth thousands of dollars to your business. You've just got to use them!

What are the pieces of the marketing puzzle?

THE MAGAZINE – Finance Matters - Paper or Electronic

Goal: Client retention, client loyalty and referrals

Get a client and keep them for life by staying in touch with your clients and prospects each quarter using the Finance Matters Magazine. Educating them in the areas of finance, property and related industries, you will be “Top of Mind” with your clients and secure future business and referrals using this magazine. With minimal effort on your behalf, we do all the work for you (including posting it to your clients), leaving you time to work IN your business to settle more loans.

LOCAL AREA MARKETING

Goal: New client acquisition, business partnerships, local business awareness, greater market share and exposure

Raise your profile in your local community and beyond. With every magazine subscription you are likely to have some remaining magazines (what we call “flats”) to use for external marketing. We find that the best uses of these “flats” are to:

• Hand to every new prospect, showing them that you care enough to stay in touch.
• Leave with your family and friends – much easier to pass on your magazine than a business card.
• Leave with the business owners that you’ve written a loan for – after all, they will have staff, and their staff will have family and friends. We show you how to explore this idea when you join us.
• Leave at your key strategic alliance and business partners' reception areas: Accountants, Financial Planners, Real Estate Agents – anyone who has a waiting room.
• Leave with your local businesses.

There are endless ideas for using the extra magazines and many success stories from our partners doing so. Call us today to see how we might be able to help you with this and expand your business profile to generate more loans.

CLIENT COMPETITIONS

Goal: To thank your clients for doing business with you and client acquisition through referrals

We often take our clients for granted and although we have usually helped them out of a financially tough place, helped them purchase their dream home, or even helped them on their way to creating wealth through investing in property, it is still nice to be thanked as a client for giving you their business.

Our competitions become YOUR competitions when you join Your Finance Matters Marketing Program. They are specifically designed to help you thank your clients for doing business with you and also to thank them for the referrals they send your way.

As a soft lead generator, this tool can bring magic to your business. When you use our purposely designed referral system and PURL technology you will generate at least 2 referrals from every appointment.

Now what could that do for your business?

We can show you that having a less than 2.5% conversion on these leads will pay for the whole marketing program for a year. Now that’s a low risk strategy if I ever saw one!

MARKETING COACHING

Goal: Focused time working on your business, creating marketing SYSTEMS for your business, motivation, mentoring, accountability ensuring implementation of this program and other marketing strategies

When you join Your Finance Matters Marketing Program we assign your very own marketing coach to help you develop your marketing strategies and implement new marketing systems. You could easily pay a business coach over $10,000 a year and then still have to implement your marketing. We provide you with a marketing coach FREE of charge. They will help you to:

• Implement our marketing systems.
• Create new marketing ideas for your business.
• Implement your 13 month marketing plan.
• Review any marketing pieces you might want to use – and they will “fluff it up” to generate the best results.
• Stay motivated to focus some time on your business each month.
• Stay accountable to your marketing goals.

As business owners we all know and understand that marketing is the essential and critical component of running a successful business that operates without you. Why then is it the last thing we “find time” for? If you are serious about systemising your marketing and improving your business results, then this component of our marketing program will take your business to the next level.

MARKETING WORKSHOPS

Goal: Education on sales and marketing for your business, learning new marketing techniques, reminders and motivation for improving your business, industry accreditation and CPD points

Accredited with the FBAA and the MFAA our workshops are designed to give you the edge over the rest of the industry by bringing you relevant and commercially savvy marketing strategies and systems ready to implement in your business.

You could pay a small fortune attending quality educational marketing workshops. You also usually pay to earn FBAA & MFAA CPD accreditation points.

With Your Finance Matters Marketing Program you will have access to our quality educational marketing workshops each quarter teaching you how to improve your business systems and increase your referrals with effective marketing techniques - and you earn CPD points just for turning up!

These workshops are uniquely designed for the finance industry specifically focused on improving and growing your business. Our workshops are currently held in Sydney, Melbourne, Brisbane, Adelaide and Perth four times a year.

MONTHLY MARKETING CAMPAIGNS

Goal: A systemised, pre-prepared, ready to implement monthly marketing campaign designed to get your phone to ring, educate your clients, get your clients to think… and call…

Who has the time to sit down and create a targeted marketing piece every month designed not only to educate your clients, but also for them to pick up the phone and call you?

WE DO!

With Your Finance Matters Marketing Program you will receive EVERY MONTH a graphically designed marketing piece with email text and instructions included ready to send directly to your client base.

We even provide fact sheets and other pieces ready for you to send out when the enquiry comes in. Why not book an appointment with them when they call?

Every month we target a different segment of your database ensuring all segments are covered at least 3 times over a 12 month period.

Save your time! Make more money!

MARKETING TEMPLATES

Goal: Having ready made, used, tested and proven marketing pieces at your fingertips designed to educate your clients and generate new business

Business can have its high months, typically followed by some low months. Sound all too familiar?
What if you were to have a plethora of marketing pieces ready at your fingertips that you could send out at any time you noticed that business was dropping off?

When you join Your Finance Matters Marketing Program you will gain access to the 6 year archive of marketing pieces designed specifically for Mortgage Brokers and proven to generate results.

These marketing pieces include:

• client letters
• phone scripts
• letter box drops
• referral marketing
• competition posters
• email banners
• strategic marketing and business partnership strategies, and
• many other marketing templates, ideas and resources

To gain access to this valuable and extensive resource, call the team at Your Client Matters today.