I recently shared the most relevant findings for financial advisers in the Edelman Trust Barometer 2023, in which we saw continuing challenges for the financial services industry in relation to trust. As we all know – without absolute trust in you and the services you offer, strong client relationships will never be forged. I […]
As an important element of the research completed for Brokers Ireland on “The Evolution of the Broker Market 2030”, we identified 12 areas to be considered by Financial Brokers to help prepare your business for the changing market environment. We now consider the first action identified, which is the importance of identifying and getting to […]
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, […]
https://stepchange.ie/wp-content/uploads/2020/03/trust.jpg566849stepchangehttps://stepchange.ie/wp-content/uploads/2016/01/logo-300x78.pngstepchange2023-04-03 12:12:322023-04-03 12:14:39Never forget the importance of building trust
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 […]
https://stepchange.ie/wp-content/uploads/2023/03/shutterstock_717922438.jpg467700stepchangehttps://stepchange.ie/wp-content/uploads/2016/01/logo-300x78.pngstepchange2023-03-06 07:48:212023-03-06 07:48:21So what happens after your event?
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 […]
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Building trust takes conscious effort
/in BrandI recently shared the most relevant findings for financial advisers in the Edelman Trust Barometer 2023, in which we saw continuing challenges for the financial services industry in relation to trust. As we all know – without absolute trust in you and the services you offer, strong client relationships will never be forged. I […]
Know your target market
/in Marketing PlanningAs an important element of the research completed for Brokers Ireland on “The Evolution of the Broker Market 2030”, we identified 12 areas to be considered by Financial Brokers to help prepare your business for the changing market environment. We now consider the first action identified, which is the importance of identifying and getting to […]
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 […]