Lead Generation

2021-02-19T00:55:57+00:00February 19th, 2021|

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 […]

New leads or retention – What should you prioritise?

2021-02-18T23:36:18+00:00February 18th, 2021|

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 […]

What is the significance of print communication in the digital age?

2019-07-23T04:28:05+00:00July 23rd, 2019|

Georgia Cullen – YCM marketing communications

In such a digitally saturated world, how do we grab our clients’ attention so we can get OUR message across? Many marketers and business owners may think the rise of digital platforms at our finger tips will bring about the death of printed publications and client engagement. Well so far it […]

What NOT to do when you are trying to gain new business

2019-04-05T01:18:56+00:00April 5th, 2019|

I had the unfortunate experience the other day reading what I would call one of the worst email campaigns I have ever read from a claimed ‘expert’ in the field of ‘digital advertising’.

What they did was break the marketing rule #1 – Thou shalt not slander the opposition.

It was quite clear that they had no idea […]

Where has the marketing magic gone?

2018-10-11T05:27:18+00:00October 11th, 2018|

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 […]

Does my butt look big in these jeans?

2018-09-13T03:27:58+00:00September 13th, 2018|

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 […]

The key to writing more loans – educating your clients

2018-02-06T01:49:55+00:00November 21st, 2017|

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 […]

Digital disruption and the wake of marketing confusion

2018-02-06T01:50:59+00:00April 15th, 2016|

Here are some headlines I’ve been observing over the last few months: the scare tactics worrying brokers that if you don’t jump on board the band wagon of ‘digital marketing’ then you will be left behind.

  • ‘The mortgage broking industry will transform significantly in the next four years with the biggest driver of change being […]
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