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?
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?
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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 […]
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 […]