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 […]
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 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 […]
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 […]
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:
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 […]
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 […]
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 […]
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 […]
Long term business growth requires more than effective lead generation strategies. It is a complete process that also includes the nurturing and qualifying of a new found prospect until they become a client. Having initially provided your service, the relationship should continue to be fostered enabling you to secure and maintain the future business of a […]
