Engagement and Qualification

2021-04-29T03:07:55+00:00April 29th, 2021|

If you are like many of our existing partners, you’re probably generating copious numbers of new leads and never been busier. This is providing an ideal opportunity to be growing your business.

We’ve long known that to grow your business it’s critical to not only generate leads to create new clients, but to also retain existing clients.

It […]

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 […]

Your exit strategy needs to start NOW!

2019-07-23T04:33:50+00:00July 23rd, 2019|

Deena Janes – Managing Director – YCM

The most impactful book I read when I was in my mid 20s was a book called The E-Myth by Michael Gerber.

I’m sure most of you have read it – if not grab it.It will be the best business book you will read.

At the time I had just left a […]

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 […]

What does a bottle of wine get you these days?

2019-04-05T01:13:34+00:00April 5th, 2019|

You know I can’t help telling a good story… so here goes.

As you are aware, we help a few hundred brokers each month build their businesses and stand apart from their peers.

We are always on the lookout for good stories to share with you, great marketing tips and other ways to make your face smile and […]

New YCM marketing releases!

2019-01-22T03:05:09+00:00January 22nd, 2019|

  1. Financial planning content and e-marketing
  2. Yes, the wait has been too long.
    YCM is releasing its monthly email campaigns for insurance specialists and financial planners with an expected launch date of March 2019.

    Based on its successful mortgage broker monthly email marketing campaigns (MECs) you will have the option to:

      […]

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 only constant is change

2018-02-08T23:50:54+00:00February 6th, 2018|

How will the changes in social media marketing affect your business?

As you would have read recently, Facebook announced the biggest algorithm change in years.  Users will see more content from friends and family in their news feeds, and less from brands and publishers.

So what impact will that have on business content marketing?

The […]

Networking for success and results

2018-02-06T01:52:01+00:00February 10th, 2016|

I remember my very first networking event. I was in my late twenties (yes – only a few short years ago…). It was the first function I was allowed to attend in my first corporate role as an IT trainer. After I registered I had absolutely NO IDEA what to do next!

I remember standing in a […]

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