Deena Janes – Marketing specialist for the finance industry
I’d like to share a story with you from one of the presenters at The Adviser – Business Accelerator events in September. Phill Nosworthy presented a very engaging session on the lessons he learned about business from his grandmother’s fables when he was a child.
The story that stood […]
We have all said or heard this at some stage and generally, if you have to ask this question, you already know the answer. It’s as though by continuing to ask the same question it will miraculously change, when all we are really doing is whining and not doing something about the problem.
Your marketing is very […]
That is the famous opening line to the William Shakespeare play Richard III (1592).
Alone, the line is a bit confusing.
Is Shakespeare saying that winter means the end of the year and spring is just around the corner? If so, the quote means that we’ve been in the cold harsh winter but we are near the end […]
Deena Janes – Marketing specialist for the finance industry – Your Client Matters
I speak with many brokers on a daily basis and I always find it interesting when I ask them about their lead conversion. I thought I would share my observations and thoughts but first I wanted to share this..
Everyone knows that the beginning of a new year calls for a review of the past 12 months and planning for the future… We hope our 7 step marketing plan will help you gain a head start for the year. Good luck!
The TOP 3 things you will need to achieve […]
As business owners, it is a juggle to generate leads, process loans and think about how and when to engage with clients for future income.
In the world of finance, it is easy to assume our clients know what they need and when they need it. It is easier to believe clients will call when they need […]
Now I am sure most of you have heard my story that over the last 20 years I have bought 10 properties and used 8 mortgage brokers to get me those loans?
If you do some rough sums on the upfront and trail commissions you’d be sitting on as my first broker, you’d calculate a six figure […]
How much business do you lose every single month because your client ‘didn’t want to bother you’?
I see and hear every single day brokers looking for new leads.
I also speak with consumers of loans every single day who are renovating and spending lots of money that should be sitting in their offset account. But they tell […]
We recently read an article that commenced with: Recent industry research claimed 18% of brokers didn’t settle a loan in the last 6 months…
It’s disappointing to see negative headlines in the broker industry. How can that be motivating for hard working brokers? Is it hype or reality?
At YCM our goal is to help make YOUR reality being […]
