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.


Getting ready for 2017!

You know it as well as we do that time is flying so fast that it feels like only 12 weeks since last Christmas. Where has this year gone? We are all busier than ever, working harder for no extra money and there is never enough time to implement all those great ideas you have been planning to do all year. And now it's over!

Read the article for our our observations on the subject.


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?


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.