WELCOME TO STEPCHANGE

StepChange is a marketing and strategy business that works predominately with financial advisers and other professional services firms to help them with their marketing and business development challenges. We help our clients to attract more customers and then to retain them forever.

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PLANNING

Clarify the goals for your business, understand your current market position, plot your future direction.

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MARKETING

Outsource your marketing activities to develop excellent supports to attract and engage clients.

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TRANSFORMING

Change your business model to one based on valued advice and long-term client relationships.

WHAT OUR CLIENTS SAY ABOUT US

Eamonn has provided an invaluable service to Sunrise Insurance Brokers. He was instrumental in helping us develop/define our marketing strategy going forward, as well as in the development of our new website. Working with a professional like Eamonn has been a pleasure. We are very happy with the service provided to us and have no hesitation in recommending him to other like minded advisers.

Grainne Ryan
Grainne RyanFinancial Adviser and Company Director at Sunrise Insurance Brokers

Invesco hired Eamonn in 2013 to help us overhaul our sales and marketing strategy for our corporate pensions business. Eamonn made a very significant contribution to this process, as a facilitator of group discussions and in helping us to distill our actions down to those most crucial for continued business success. I would have no hesitation in working again with Eamonn should the opportunity present itself and would recommend him to anyone who needs insightful sales and marketing strategy assistance.

Gary Morrissey
Gary MorrisseyHead of Business Development, Invesco Ltd.

We worked with Eamonn on a marketing plan for our business. Eamonn took some time to understand the dynamics and drivers of the industry we operate within. He asked lots of questions and approached topics from different angles, causing us to look at our business with a fresh perspective. Once he had a certain quantity of information and market intelligence the planning process commenced. This preparation meant that the final product combined a detailed, relevant marketing plan with timelines and deliverables with a slightly different approach to doing business, particularly around leveraging technology.

I would recommend Eamonn to any business manager looking for a seasoned marketing professional who can combine planning expertise with an innovative approach to using technology to enhance their business prospects.

Ciaran Kane
Ciaran KaneCEO at Three Rock Capital Management

BCP engaged Eamonn Twomey of StepChange to assist us in formulating and delivering our online communications proposition. With his assistance, we have developed a clear digital strategy, an engaging web presence for advisers and end clients, a strong social media presence and an ongoing communication process to help us to better engage advisers. Eamonn worked very well with our internal team and added significant value to this project. I have no hesitation in recommending him to other financial services businesses.

John Calvert
John Calvert CEO at BCP Asset Management

I have been searching for a long time for a marketing strategist who not only understands the industry within which we work but also has the capacity to come up with a well thought out marketing strategy that we can implement. Thankfully we have now engaged Eamonn. Eamonn provided us with a highly professional plan that we are in the process of carrying out over the next 15 months. He has given us a vision and a clarity of thought that we have never had even with what we thought was a good website and excellent client engagement processes. His work has helped us raise the bar considerably and will sharpen our client offering as well as help expand our network. If anyone is really serious about what they are doing in financial services, they need to talk to this man!

Eamon Porter
Eamon PorterCFP, Grad Dip, ACII, QFA FLIA Principal at Aspire Wealth Management

Omega Financial Management & StepChange have worked together on the development of Omega’s marketing plan for 2012, which is now being jointly delivered by us. Eamonn’s insights & structured approach have added significantly to the planning process and his creative ideas and quality of delivery have enhanced our business within our target markets. I’m very happy to recommend StepChange to other Financial Advisor businesses.

John O’Connor
John O’ConnorMD, Omega Financial Management

NEWS & ADVICE

6 Years On..

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