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.


Are you an MP or an MMS?

Are you an MP or an MMS?

Everyone WANTS their business to be successful. And many of us KNOW what we need to do. But… How many of us actually do it? Well… That ultimately depends on whether you are an MP or an MMS. Your daily habits can make ALL the difference to your success. So which one are you?


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?


Building your database – Over 30 different ways

The biggest challenge, whether you are new to the industry OR have been here for years like us, is that MOST (no not all) are guilty of NOT putting everyone they know on their client communication program (that’s your newsletter service) and are also guilty of not adding to your list each week/month/quarter.

Read the full article for our tips.