Your Client Matters Blog

Your Client Matters Blog

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Your Client Matters Blog. Marketing strategies, systems and resources for the finance and associated industries.


Do it right or not at all!

We all want the results - but most of us are not prepared to do the work to achieve the results. Unfortunately, the majority of brokers are looking for a quick fix and end up spending seriously lots of money on marketing promises that are too good to be true. In this issue we break down the marketing mix and take a look at the results.

Read the full article and get the cold hard facts.


49% of consumers found their broker by referral… yet you are still missing out on referral business?

Most brokers claim 99% of their business comes from WOM (word of mouth). However our broker research also reveals that typically only 5% of your clients ACTUALLY refer to you (or around 10% for those brokers with a good client communication program).

That means 95% are NOT referring.


What is the No.1 marketing activity that ALL brokers and business owners should implement?

I am wondering how many of you have done the work and activity that you planned and hoped for to get your business really humming for the first half of this year? For some motivation for you, I thought I should share a story about one of our newest brokers, Jodi in WA, who is also very new to our industry.

Read the full article for our No. 1 marketing activity.


Are you a Marketing Procrastinator?

So how do we create more lead opportunities for ourselves?

Through marketing of course - but you knew that didn’t you?

Then why do we procrastinate with our marketing when we know it will bring us more clients? Or bring back our existing clients who we haven’t seen for a few years?

Digital disruption and the wake of marketing confusion

DIGITAL DISRUPTION. It’s the new marketing buzz word! Do you know what it means? In our experience the digital disruption hype has simply left many in the industry confused about HOW they should be communicating with their clients. Are you confused?

Then you NEED to read this article.