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?
An article in last month’s newsletter about when it’s time to fire a client drew a lot of attention! It proved to be a situation that many financial advisers have experienced. However, now it’s time to take a look at the flip side of the coin – when clients leave you. We’ve set out below […]
https://stepchange.ie/wp-content/uploads/2019/05/adobestock_104445891.jpeg526400stepchangehttps://stepchange.ie/wp-content/uploads/2016/01/logo-300x78.pngstepchange2019-05-30 12:50:302019-05-30 12:52:00Why your clients leave you
A question often asked by financial advisers and planners is how to effectively get prospects “over the line”. Some cases are very straightforward – you meet a prospect, find out a bit about them, set out how you might help them, and they immediately decide to move ahead with you. But sometimes it’s not like […]
https://stepchange.ie/wp-content/uploads/2019/05/radar.jpg331435stepchangehttps://stepchange.ie/wp-content/uploads/2016/01/logo-300x78.pngstepchange2019-05-30 12:49:092019-05-30 12:49:09How good are you at following up potential clients?
This is the latest instalment in our series of “12 StepChanges to a better business”, where we explain some of the services that StepChange brings to our financial adviser clients. This month it’s the turn of websites. Creating a world class website is within the reach of financial advisers. The secret to it is […]
https://stepchange.ie/wp-content/uploads/2019/05/AdobeStock_168534889-copy.jpeg467700stepchangehttps://stepchange.ie/wp-content/uploads/2016/01/logo-300x78.pngstepchange2019-05-30 12:45:582019-05-30 12:45:58When did you last refresh your website?
In this latest in our series of “12 StepChanges to a better business”, we set out the details of how we help advice firms in Ireland to completely overhaul the marketing side of their business. With clients having a bewildering array of choices available to them and receiving approaches from other advice firms and financial […]
https://stepchange.ie/wp-content/uploads/2019/05/adobestock_195652321.jpeg267400stepchangehttps://stepchange.ie/wp-content/uploads/2016/01/logo-300x78.pngstepchange2019-05-01 09:15:392019-05-01 09:15:39Do you need a marketing overhaul?
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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 […]
Why your clients leave you
/in RetentionAn article in last month’s newsletter about when it’s time to fire a client drew a lot of attention! It proved to be a situation that many financial advisers have experienced. However, now it’s time to take a look at the flip side of the coin – when clients leave you. We’ve set out below […]
How good are you at following up potential clients?
/in SalesA question often asked by financial advisers and planners is how to effectively get prospects “over the line”. Some cases are very straightforward – you meet a prospect, find out a bit about them, set out how you might help them, and they immediately decide to move ahead with you. But sometimes it’s not like […]
When did you last refresh your website?
/in Communications, Social MediaThis is the latest instalment in our series of “12 StepChanges to a better business”, where we explain some of the services that StepChange brings to our financial adviser clients. This month it’s the turn of websites. Creating a world class website is within the reach of financial advisers. The secret to it is […]
Do you need a marketing overhaul?
/in Marketing PlanningIn this latest in our series of “12 StepChanges to a better business”, we set out the details of how we help advice firms in Ireland to completely overhaul the marketing side of their business. With clients having a bewildering array of choices available to them and receiving approaches from other advice firms and financial […]