New YCM marketing releases!

  1. Financial planning content and e-marketing
  2. Yes, the wait has been too long.
    YCM is releasing its monthly email campaigns for insurance specialists and financial planners with an expected launch date of March 2019.

    Based on its successful mortgage broker monthly email marketing campaigns (MECs) you will have the option to:

    1. Have YCM deliver your campaigns each month, with OR without the competition (our qualified lead generation and client re-engagement system)
    2. Purchase our content if you want to send it out yourself

    OR

    1. Purchase our template that integrates with Mail Chimp and other e-marketing platforms for your own use.

     
    All content comes with:

    • Dynamic PDFs that can be branded with your company logo and details
    • Images that can be used on social media
    • Industry and compliance approval

 

  1. Vehicle and asset finance content and e-marketing
  2. Just like the new financial planning release we are launching the same for vehicle and asset finance.

    Aiming for an April release, we are looking to jump back into this space with a fresh new look with a digital marketing focus.

    If you provide vehicle and asset finance you should talk to us TODAY to see how this program will fit into your current marketing solution.

 

  1. Database integration and BONUS marketing templates
  2. From the second quarter this year YCM will be providing the most sophisticated database integration tool you have ever seen, coupled with a range of brand new marketing templates for additional use.

    With pre-determined lists generated and analysed from your marketing results you will have a targeted marketing tool kit at your fingertips.

    Integrated with:

    • Mail Chimp
    • SMS broadcast, AND
    • SalesTrekker

     
    You will have a multitude of ready made templates based on targeted strategies designed for:

    • Better open rates
    • Higher engagement
    • Demographic based audiences while still accessing the YCM results tracking technology.

With over 9 months in the planning phase, the YCM Partner Portal will offer the best resources yet to be seen in the industry.

And we won’t stop there.

YCM has a commitment to being the industry leaders across multiple marketing platforms because our sole focus is on YOUR business and YOUR client retention.

We help YOU to keep your clients…

And help YOUR CLIENTS to keep you!

 

What are you going to do to stay relevant (AND in business) this year?

2019 is presenting itself to be one of the most challenging years we have seen for a long time.

  1. Credit confusion – are lenders tightening or relaxing criteria?
  2. Not surprisingly the credit crunch has started to affect lending institution profit margins and the property market. Relaxation was bound to come back.

    How will you communicate the ongoing changes to your client base this year and motivate them to continue to do business with you?

  1. Will rates go up or down?
  2. One thing we can expect is that even if the cash rate drops, the lenders are not likely to follow suit.

    The confusion and lack of understanding about cash and interest rates and how they relate to one another (or not) is one we often hear that consumers find confusing. Good education is the key to ongoing client relationships and staying relevant in business.

  1. Will we have a new government and new investment property rules?
  2. How is this going to affect your business and the lives of your investor clients if we see a change?

    Regardless of a change or not, regular education and communication will ease your clients’ nerves and improve

    consumer confidence when the benefits or opportunities present themselves. Being responsive to the industry highs and lows are key in offering great customer service and education.

  1. How are brokers going to be remunerated?
  2. When you are already working your pound of flesh for the job you do, what else will be required to prove you are adding value to your clients AND earning your commission and trail income?

    One of the saddest moments in the history of finance is your constant fight to justify your income. While banks continue to make high profits, brokers take the hit. Setting up a regular client communication and engagement system will help you justify your hard work. Make sure you invest in one.

  1. How are you going to stay relevant, on topic, front of mind AND service your clients?
  2. It is so important, now more than ever before, to be in front of your clients at every opportunity with the very best quality education, engagement strategies and professional presentation.

    With all the marketing and communication options available to you now it is important to select one that works for you AND your clients.

    Having a regular and diverse communication strategy will give you more options and keep you relevant across the direct and digital marketing platforms.

 

How does the YCM program help you and YOUR business with these challenges?

Firstly, our content is second to none.

YCM sits in the shoes of YOUR clients and answers their everyday questions about the property and finance market.

From our research, experience, testing and results, our content and programs are designed to educate your clients on current issues that will directly affect their financial position,  now and in the future, AND the need to engage the services of their broker – YOU!

We set YOU up as the expert in the industry by providing timely and relevant content that maximises engagement and qualifies your clients to the next stage of their financial journey.

You cannot be expected to be a broker as well as a marketing and social media expert while servicing your clients with the utmost care, maintaining a professional image and delivering quality education in your spare time.

Get help from your leading finance industry marketing experts (yes – that’s YCM) and tick that one responsibility off your list this year.

Call 02 9526 9999 to book in your 15 minute marketing exploration chat to see if and how we may be able to help you this year

 
 

Why my first 7 brokers missed out on over $1M in up front and trail commission…

Now I am sure most of you have heard my story that over the last 20 years I have bought 10 properties and used 8 mortgage brokers to get me those loans?

If you do some rough sums on the upfront and trail commissions you’d be sitting on as my first broker, you’d calculate a six figure upfront commission experience and a trail income that is more than the average Aussie wage.

Not only have I used brokers for my own finance, I have referred hundreds of clients to brokers (when I was a real estate agent) – including my friends and family.

If you add that up we are now talking about a seven figure commission and trail experience!

So even though I enjoyed meeting and gaining finance from all of the brokers I used and referred clients to, only 2 of them ever stayed in touch with me.

One of them, I purchased this business from, and the other I sold our marketing program so she would stay in touch with me (or her other clients at least).

So if someone like me – who started out as a high school teacher in Adelaide – can end up buying 10 properties (after a few career and location changes) and referring hundreds of people to brokers, then how many people are in YOUR loan book who have lost your details and have gone back to the bank or moved on to other brokers?

My guess is perhaps a few?

So what could John, my first broker, (or any of the others) have done to keep my business and get all of my referrals?

1.    At our first appointment make sure I have added his mobile phone number into my phone. (Yes, we did have mobiles back then!)

2.    Asked me at our first meeting what my future plans were… and that was to keep buying properties as often as I could afford to, so I would have a financially secure future. Then…

3.    Call me once a year for a review chat OR just a call to see how my plans are going.

4.    Keep me updated on investment opportunities or educate me on how to invest, pay down my mortgage, use my equity or many other useful tips for getting ahead.

5.    Introduce me to a great accountant (it took me nearly 20 years to find one of those) who understood property investment, structuring and tax minimisation.

6.    Make sure I had adequate insurance to cover my debt in the event of illness or injury.

But… essentially all he had to do was stay in touch and be top of mind when events and circumstances changed in my life. Sounds easy doesn’t it?

Well you know what? It’s not as easy as it sounds. I now understand that.

Being a broker these days is such an all-consuming job with enormous amounts of administration, regulation, changes and updates that it is really, really hard to also stay on top of your education and contact with your clients.

That’s why most brokers outsource their marketing and client communication.

Now if you were to consider outsourcing this component of your business, then who can you trust to understand what your clients need to know such as:
•    what events are happening in your clients lives that will trigger them to call you, and
•    how to get referrals from all your clients?

Being a smart business owner/operator, you would expect to only trust a team of people:
•    from all age brackets and demographics
•    who have used banks and brokers
•    who have events happening in their lives every single day that require finance solutions
•    who understand what it takes to be a broker and how hard it is to do everything yourself, and
•    are trained in the art of exceptional customer service

AND
•    Who work for the best marketing company in Australia specialising in marketing and client communication for the finance industry?

We are hoping the decision is quite clear.

If you are:
•    concerned about not staying in touch with your clients and referral partners, or
•    have a poor or a less professional communication program than your business and your clients deserve

OR

If you are:
•    overworked
•    time poor
•    customer centric
•    needing better results and engagement from your efforts

then it would be a great idea for us to have a chat.

We understand what you need, because we ARE YOUR CLIENTS.

Call for your FREE client marketing health check today on 1300 926 000. We will give you an honest appraisal of your marketing and lead you in the right direction for effective improvements for your clients and your business.

After all,  doesn’t YOUR CLIENT deserve the best?

Looking forward to hearing from you…

Deena and YOUR YCM MARKETING TEAM