Your Client Matters Blog
Engagement and Qualification
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 [...]
How do you know who to call?
Long term business growth requires more than effective lead generation strategies. It is a complete process that also includes the nurturing and qualifying of a new found prospect until they become a client. Having [...]
Lead Generation
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 [...]
Facebook Success is Out of Your Hands
With 15 million Australians actively utilising Facebook, it would be easy to assume that Facebook offers an endless supply of opportunity. However, is it the lead generation tool that it would appear to be [...]
Do you suffer from ‘Shiny Object Syndrome’?
Are you wondering what on earth is shiny object syndrome (SOS)? Well… It is the tendency to follow an idea or trend without first fully weighing up the pros/cons, alignment with your objectives and [...]
How Loyal Are Your Clients?
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 [...]
New leads or retention – What should you prioritise?
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 [...]
When Was The Last Time You Updated Your Database?
Depending on which study you believe, acquiring a new customer is anywhere from 5 to 25 times more expensive than retaining an existing one. Regardless of who is correct, there is an overwhelming consensus [...]
The Secret to Writing More Loans
As business owners, it is a constant juggle to generate leads, process loan applications and retain existing clients to avoid the sales roller coaster. It is easier to assume our clients know ‘who’ and [...]
Turn Your Facebook Leads Into Business
If you are playing around with Facebook Ads or Google Ads and wondering how to get an ROI for your spend, then you are probably missing out on the number 1 criteria required for [...]
Why YOU DON’T SEGMENT your database…
We have been hearing recently about people being advised on market segmentation. There are reasons TO and reasons NOT TO segment. Firstly, if you have completely different businesses and different target markets then it can [...]
Are you marketing ready for 2020?
Are you marketing ready for 2020?If you want to fill your diary for the new year, when do you start your marketing?NOW!We recently attended the FBAA annual conference and nearly everyone we spoke to said [...]
Your exit strategy needs to start NOW!
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 [...]
What is the significance of print communication in the digital age?
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 [...]
Why having referral partnerships is great for business, but why having referral strategies is 10 times better!
How many times do you hear that we all need referral partners? Heaps! How do some make it work and others can’t seem to get a foot in the door? After working with brokers and [...]
What NOT to do when you are trying to gain new business
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 [...]