I recently passed the 8th anniversary of leaving corporate life and setting up StepChange, with the aim of helping financial advisers to grow their businesses and to build durable, long-term value in them. So what’s changed in the last eight years? The market is fundamentally different today Eight years ago, the term financial planner […]
https://stepchange.ie/wp-content/uploads/2019/07/AdobeStock_111982554-copy.jpeg702700stepchangehttps://stepchange.ie/wp-content/uploads/2016/01/logo-300x78.pngstepchange2019-07-23 19:17:512019-07-23 19:17:518 years on – what has changed?
What am I doing, talking about 2020 already? Well I’m not asking you to wish your life away, but quite a number of financial advisers have observed that July and August are quieter times for them. And this quiet time offers an opportunity to do some planning for your business. You should always be thinking […]
https://stepchange.ie/wp-content/uploads/2019/07/AdobeStock_86623954-copy.jpeg371700stepchangehttps://stepchange.ie/wp-content/uploads/2016/01/logo-300x78.pngstepchange2019-07-23 19:16:592019-07-23 19:16:59Turbo charge your business in 2020
Most Financial Brokers today are using social media to some extent. Some are using it very effectively and view it as a core part of their marketing mix, others see it as a bit of a necessary evil and grudgingly engage with it to a much lesser degree. At StepChange, we are firm believers in […]
https://stepchange.ie/wp-content/uploads/2019/07/AdobeStock_93360175-copy.jpeg525700stepchangehttps://stepchange.ie/wp-content/uploads/2016/01/logo-300x78.pngstepchange2019-07-23 19:15:372019-07-23 19:15:47Are you punching your weight on social media?
It’s that time of year again… There’s a mini heatwave this week and everyone is trying to spend a bit more time outdoors. The downside is that business may be getting just a little quieter for the next month or two. So here lies the opportunity! It’s possible that you’ll have a bit more spare […]
https://stepchange.ie/wp-content/uploads/2017/07/Fotolia_158235254_S.jpg564851stepchangehttps://stepchange.ie/wp-content/uploads/2016/01/logo-300x78.pngstepchange2019-07-01 09:01:432019-07-01 09:01:43Have you some spare time over the summer?
Every summer I give one of these articles over to the subject of apps that I use regularly. This year I’m mentioning 8 apps that I use regularly and that make my work / financial life a little easier to manage. In the list, there are 2 apps in each of the following categories; Banking […]
https://stepchange.ie/wp-content/uploads/2016/08/foto_92.jpg566849stepchangehttps://stepchange.ie/wp-content/uploads/2016/01/logo-300x78.pngstepchange2019-07-01 09:00:412019-07-01 09:00:418 great apps I use nearly every day
In this latest in our series of “12 StepChanges to a better business”, we set out our thinking around the importance of structured sales activity planning and the benefits that can be gained from having a consistent, committed approach to your sales and marketing activities that are aimed at your key clients and also your […]
https://stepchange.ie/wp-content/uploads/2019/07/adobestock_117223274.jpeg292400stepchangehttps://stepchange.ie/wp-content/uploads/2016/01/logo-300x78.pngstepchange2019-07-01 08:57:222019-07-01 08:58:30How good is your sales activity planning?
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8 years on – what has changed?
/in BrandI recently passed the 8th anniversary of leaving corporate life and setting up StepChange, with the aim of helping financial advisers to grow their businesses and to build durable, long-term value in them. So what’s changed in the last eight years? The market is fundamentally different today Eight years ago, the term financial planner […]
Turbo charge your business in 2020
/in Brand, Marketing PlanningWhat am I doing, talking about 2020 already? Well I’m not asking you to wish your life away, but quite a number of financial advisers have observed that July and August are quieter times for them. And this quiet time offers an opportunity to do some planning for your business. You should always be thinking […]
Are you punching your weight on social media?
/in Communications, Social MediaMost Financial Brokers today are using social media to some extent. Some are using it very effectively and view it as a core part of their marketing mix, others see it as a bit of a necessary evil and grudgingly engage with it to a much lesser degree. At StepChange, we are firm believers in […]
Have you some spare time over the summer?
/in Marketing Planning, SalesIt’s that time of year again… There’s a mini heatwave this week and everyone is trying to spend a bit more time outdoors. The downside is that business may be getting just a little quieter for the next month or two. So here lies the opportunity! It’s possible that you’ll have a bit more spare […]
8 great apps I use nearly every day
/in Communications, Social MediaEvery summer I give one of these articles over to the subject of apps that I use regularly. This year I’m mentioning 8 apps that I use regularly and that make my work / financial life a little easier to manage. In the list, there are 2 apps in each of the following categories; Banking […]
How good is your sales activity planning?
/in SalesIn this latest in our series of “12 StepChanges to a better business”, we set out our thinking around the importance of structured sales activity planning and the benefits that can be gained from having a consistent, committed approach to your sales and marketing activities that are aimed at your key clients and also your […]