Your Client Matters Blog
How To Stay Engaged And Relevant To Your Clients
Accountants hold an important position among finance professionals, often earning the moniker of the ‘trusted adviser’. A consequence of this title is that clients, particularly SME clients, look to their accountant for information and advice [...]
Brokers will struggle unless they do something different
In October last year, Your Client Matters ran a series of webinars about weathering the perfect storm. We predicted the scenario that is currently playing out for mortgage brokers. As you were all very busily [...]
THE ‘Do I Buy Or Rent?’ Dilemma!
As many professional long term investors would be aware, before the last decade of low mortgage interest rates there were many reasons for renting and purchasing an investment property versus buying your home as your [...]
Learn how to increase your email open rates
The finance industry’s open rate for email campaigns is 21.56%. Your Client Matters’ open rates for their marketing partners averages between 30 and 40%! And if it doesn't reach 25% in your first 3 campaigns, [...]
The Perfect Storm for Mortgage Brokers
We are all aware of the phrase ‘a perfect storm’ − an unusual combination of events that produces an extraordinarily large and bad situation. Is a perfect storm brewing for the finance industry? Traditionally as [...]
Identifying Your Clients’ Needs Before They Do
When creating a marketing program, we want it to be successful. But how do we know if it is successful? What are we trying to achieve and how do we actually achieve it? Marketing Success [...]
Is print really obsolete?
Many would argue that in today’s digital world, print is becoming less and less relevant. Possibly in many instances this may well be true. By way of example, many companies no longer send printed invoices. [...]
Are we heading for a BIG fall?
As business owners, it is a constant juggle between generating leads, processing loan applications and retaining past clients. We all know that if we fail to allocate the appropriate time to each activity, it is [...]
Understanding Your Customers’ Needs Before They Do
When creating a marketing campaign, we all want it to be successful. But what does success in marketing really mean? Sure, we can track analytics. We can track how many social followers we have. We [...]
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 [...]