Your Client Matters Blog

Your Client Matters Blog

rss

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


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 can that be motivating for hard working brokers? Is it hype or reality?

At YCM our goal is to help make YOUR reality being part of the 82% that ARE regularly settling loans! Make sure you read on...


Instant marketing gratification..

We take short cuts to success and then wonder why it doesn’t work.

Read the article for more online and digital marketing tips.


Putting digital marketing into perspective

Everyone is looking for a quick fix, a marketing miracle or they are simply just ignoring it completely.

We have observed many confused brokers, planners and business owners who simply don’t know what to do in regards to marketing their business.

So if you are feeling like this, then you're not alone.

Read the article for our our observations on the subject.


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.


Do you have an accountant referral strategy that REALLY works?

It’s tax time! If you don’t already have an alliance with an accountant there is no better time to seek the right accounting partner(s) as a referral partner.

However, finding a good accountant is just the beginning - it doesn’t stop there!

Of course, you will be hoping for a constant flow of leads but...
Have you ever considered what's in it for the accountant?