Last month I introduced a research project that I was fortunate to deliver for Brokers Ireland with the aim of developing a future-facing view of what the Financial Broker sector will look like in 2030. The primary purpose of the research was to inform Brokers Ireland as to how they can shape their own objectives […]
https://stepchange.ie/wp-content/uploads/2023/04/shutterstock_1789583405-1.jpg467700stepchangehttps://stepchange.ie/wp-content/uploads/2016/01/logo-300x78.pngstepchange2023-04-03 12:18:022023-04-03 12:18:02What will the Financial Broker market look like in 2030?
Trust. It sits at the heart of a financial broker’s business. It’s that magic ingredient that you can’t survive without, but unfortunately you can’t just go out and buy it, or even simply ask for it. It can only be earned by what you do, and by what other people say about you. Every year, […]
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At the Financial Broker conference last week, lots of people remarked to me how good it was to be out at an event again. For some, this was the first time in a busy room again… For some others, they have been running webinars for clients during Covid, but are now back setting up face-to-face […]
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We were delighted to be asked by Brokers Ireland in 2022 to complete an extensive research project to develop a future-facing view of what the Financial Broker sector will look like in 2030. The primary purpose of the research was to inform Brokers Ireland as to how they can shape their objectives and support services […]
Going back to my days in college, I can recall a number of the key marketing principles that were ground into me; the importance of research and knowing your customer, understanding buyer behaviour and the role of the four P’s (product, price, place and promotion) among others. However in my day-to-day work with financial brokers […]
https://stepchange.ie/wp-content/uploads/2023/02/shutterstock_402960826.jpg467700stepchangehttps://stepchange.ie/wp-content/uploads/2016/01/logo-300x78.pngstepchange2023-02-01 08:10:512023-02-01 08:10:51Lessons from other industries
One of the primary reasons why clients reach out to financial planners is to plan for financial security in retirement. Of course, financial planners today deliver far more than helping clients to simply save money for the future. You help clients to visualise what their retirement will look like, you put a cost on this […]
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What will the Financial Broker market look like in 2030?
/in Marketing PlanningLast month I introduced a research project that I was fortunate to deliver for Brokers Ireland with the aim of developing a future-facing view of what the Financial Broker sector will look like in 2030. The primary purpose of the research was to inform Brokers Ireland as to how they can shape their own objectives […]
Never forget the importance of building trust
/in CommunicationsTrust. It sits at the heart of a financial broker’s business. It’s that magic ingredient that you can’t survive without, but unfortunately you can’t just go out and buy it, or even simply ask for it. It can only be earned by what you do, and by what other people say about you. Every year, […]
So what happens after your event?
/in PresentationsAt the Financial Broker conference last week, lots of people remarked to me how good it was to be out at an event again. For some, this was the first time in a busy room again… For some others, they have been running webinars for clients during Covid, but are now back setting up face-to-face […]
The Financial Broker market in Ireland today
/in Communications, Marketing PlanningWe were delighted to be asked by Brokers Ireland in 2022 to complete an extensive research project to develop a future-facing view of what the Financial Broker sector will look like in 2030. The primary purpose of the research was to inform Brokers Ireland as to how they can shape their objectives and support services […]
Lessons from other industries
/in CommunicationsGoing back to my days in college, I can recall a number of the key marketing principles that were ground into me; the importance of research and knowing your customer, understanding buyer behaviour and the role of the four P’s (product, price, place and promotion) among others. However in my day-to-day work with financial brokers […]
Help your clients retire well
/in CommunicationsOne of the primary reasons why clients reach out to financial planners is to plan for financial security in retirement. Of course, financial planners today deliver far more than helping clients to simply save money for the future. You help clients to visualise what their retirement will look like, you put a cost on this […]