As business owners, it is a constant juggle to generate leads, process loan applications and retain existing clients to avoid the sales roller coaster. Oh – and keep up with the ever-changing finance and industry regulations.
It is easier to assume our clients know ‘who’ and ‘when’ to call than it is for us to pick up […]
With 15 million Australians actively utilising Facebook, it would be easy to assume that Facebook offers an endless supply of opportunity.
However, is it the lead generation tool that it would appear to be on the outside? Facebook advertising seems to be more ‘miss’ than ‘hit’ for finance brokers, even for those who have refined their advertising […]
Are you wondering what on earth is shiny object syndrome (SOS)?
Well… It is the tendency to follow an idea or trend without first fully weighing up the pros/cons, alignment with your objectives and potential return on investment. As a result of being attracted to this new ‘shiny object’ you find yourself distracted from your current focus […]
Do you know what ‘triggers’ your clients to require your assistance or services?
As a finance professional, what are the financial lifecycles of each of your clients and are you are able to identify and benefit from these events?
These days, being a broker is such a time consuming job. It is hard to stay on top of […]
As business owners, it’s a constant dilemma whether to prioritise generating new leads, processing current loan applications or retaining existing clients in order to avoid the sales roller coaster – especially when you have been or are still going through an unusually busy time.
We assume that our clients know ‘who’ and ‘when’ to call when their […]
Depending on which study you believe, acquiring a new customer is anywhere from 5 to 25 times more expensive than retaining an existing one. Regardless of who is correct, there is an overwhelming consensus that it is far cheaper to retain an existing client than attract a new one.
Therefore, with borrowers likely to move into a […]
As business owners, it is a constant juggle to generate leads, process loan applications and retain existing clients to avoid the sales roller coaster.
It is easier to assume our clients know ‘who’ and ‘when’ to call than it is for us to pick up the phone and ask if their circumstances have changed or are they […]
If you are playing around with Facebook Ads or Google Ads and wondering how to get an ROI for your spend, then you are probably missing out on the number 1 criteria required for a successful Facebook lead conversion strategy.
Did you notice I said lead conversion and not lead generation?
About 8 years ago, YCM helped one […]
We have been hearing recently about people being advised on market segmentation.
There are reasons TO and reasons NOT TO segment.
Firstly, if you have completely different businesses and different target markets then it can make sense to segment.
For example, I used to own the Australian and New Zealand distribution for a company called ElliptiGO (stand up bikes) […]
Are you marketing ready for 2020?
If you want to fill your diary for the new year, when do you start your marketing?
NOW!
We recently attended the FBAA annual conference and nearly everyone we spoke to said they have been really busy lately.
That’s excellent news and has been pretty much standard for the last few months of this […]
