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?


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?


The young diamonds of the industry

Deena's interview with ‘young gun’ Carl Violeta, What can we ‘veterans’ of the industry learn from our new colleagues?


How to turn sponsorship from 'brand awareness' to 'buckets of money'

Have you invested time and money in sponsorship with little return on your investment?
But if your efforts are not generating the leads you would like, we can help you change that...