Your Client Matters Blog
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 [...]
What does a bottle of wine get you these days?
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 [...]
New YCM marketing releases!
Financial planning content and e-marketing 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 [...]
Don’t lose your clients to your lenders…
Having just passed our 15th year in business and after years of helping brokers with their marketing over this time, two important things happened last month that we thought were worth mentioning. [...]
Where has the marketing magic gone?
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 [...]
Does my butt look big in these jeans?
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 [...]
Now is the winter of our dis-content
That is the famous opening line to the William Shakespeare play Richard III (1592). Alone, the line is a bit confusing. Is Shakespeare saying that winter means the end of the year and spring is [...]
Converting leads into loans
Deena Janes – Marketing specialist for the finance industry – Your Client Matters I speak with many brokers on a daily basis and I always find it interesting when I ask them about their lead [...]
The only constant is change
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 [...]
Your 7 step marketing plan
Everyone knows that the beginning of a new year calls for a review of the past 12 months and planning for the future… We hope our 7 step marketing plan will help you gain a [...]
Plan for business growth after the holiday season
Those of you who know Deena, know how much she loves a festive jingle. So to end the busy year, we share with you a fun message. Please take a minute or two to take [...]
The key to writing more loans – educating your clients
As business owners, it is a juggle to generate leads, process loans and think about how and when to engage with clients for future income. In the world of finance, it is easy to assume [...]
Why my first 7 brokers missed out on over $1M in up front and trail commission…
Now I am sure most of you have heard my story that over the last 20 years I have bought 10 properties and used 8 mortgage brokers to get me those loans? If you do [...]
I didn’t want to bother you but…
How much business do you lose every single month because your client 'didn't want to bother you'? I see and hear every single day brokers looking for new leads. I also speak with consumers of [...]
Is it hype or REALITY?
We recently read an article that commenced with: Recent industry research claimed 18% of brokers didn't settle a loan in the last 6 months... It's disappointing to see negative headlines in the broker industry. How [...]