Your Client Matters Blog
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 [...]
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 [...]