How Loyal Are Your Clients?

2021-02-19T00:00:24+00:00February 18th, 2021|

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 […]

Building your database – Over 30 different ways

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

Your Client Matters works with many brokers on a daily basis. Every single day we talk to many brokers who are considering our program AND who use our program. We meet brokers at events, we speak to aggregators, associations, training providers and industry partners – and they find the same challenges for brokers that we do.

Our […]

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