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.


Client education - the key to writing more loans

In the world of finance, it is easy to assume our clients know what they need and when they need it.
It is easier to believe clients will call when they need you than it is for you to pick up the phone and tell them - "it's time for you to get a new loan".