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