How To Stay Engaged And Relevant To Your Clients

2022-10-05T16:38:56+11:00October 5th, 2022|

Accountants hold an important position among finance professionals, often earning the moniker of the ‘trusted adviser’. A consequence of this title is that clients, particularly SME clients, look to their accountant for information and advice on more than their tax return. So, how do you go about providing this service, and why is it important for […]

Brokers will struggle unless they do something different

2022-09-28T00:22:39+10:00September 27th, 2022|

In October last year, Your Client Matters ran a series of webinars about weathering the perfect storm.

We predicted the scenario that is currently playing out for mortgage brokers.

As you were all very busily locking your clients into low fixed interest rates, we warned you to plan forward to the future (NOW) as the time would come […]

THE ‘Do I Buy Or Rent?’ Dilemma!

2022-09-28T00:16:35+10:00August 15th, 2022|

As many professional long term investors would be aware, before the last decade of low mortgage interest rates there were many reasons for renting and purchasing an investment property versus buying your home as your first property purchase.
Not only have the incredibly low interest rates helped renters and adult children still living at home enter the […]

Learn how to increase your email open rates

2022-04-13T00:08:38+10:00April 13th, 2022|

The finance industry’s open rate for email campaigns is 21.56%.

Your Client Matters’ open rates for their marketing partners averages between 30 and 40%!

And if it doesn’t reach 25% in your first 3 campaigns, we have strategies to help you achieve that.

Let’s face it…

With so much rubbish in our inbox these days it is harder to get […]

The Perfect Storm for Mortgage Brokers

2021-10-08T01:22:10+11:00October 8th, 2021|

We are all aware of the phrase ‘a perfect storm’ − an unusual combination of events that produces an extraordinarily large and bad situation.

Is a perfect storm brewing for the finance industry?

Traditionally as housing markets are increasing, interest rates start to rise to ease demand. During this time finance professionals generally rely more on the volume […]

Identifying Your Clients’ Needs Before They Do

2021-10-07T23:31:20+11:00October 7th, 2021|

When creating a marketing program, we want it to be successful.

But how do we know if it is successful?

What are we trying to achieve and how do we actually achieve it?

Marketing Success

Is success:

  • the number of followers and likes you have on social media?
  • the number of likes and comments on your social media posts?
  • the […]

Is print really obsolete?

2021-10-07T23:34:27+11:00October 4th, 2021|

Many would argue that in today’s digital world, print is becoming less and less relevant.

Possibly in many instances this may well be true. By way of example, many companies no longer send printed invoices. In this instance the desire to send an invoice electronically is driven not by the fact that sending it electronically is likely […]

Are we heading for a BIG fall?

2021-10-07T23:34:58+11:00September 30th, 2021|

As business owners, it is a constant juggle between generating leads, processing loan applications and retaining past clients. We all know that if we fail to allocate the appropriate time to each activity, it is likely that at a future time we are likely to face a particular challenge.

However, with the current active property market and […]

Understanding Your Customers’ Needs Before They Do

2021-09-24T02:09:29+10:00September 24th, 2021|

When creating a marketing campaign, we all want it to be successful.

But what does success in marketing really mean?

Sure, we can track analytics.

We can track how many social followers we have.

We can watch our number of website visitors grow.

But how do we know our marketing is truly successful?

When it comes down to it, there is only […]

Engagement and Qualification

2021-04-29T03:07:55+10:00April 29th, 2021|

If you are like many of our existing partners, you’re probably generating copious numbers of new leads and never been busier. This is providing an ideal opportunity to be growing your business.

We’ve long known that to grow your business it’s critical to not only generate leads to create new clients, but to also retain existing clients.

It […]

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