You sometimes might get a sense from some quarters that the only skilled work of a Financial Broker is in financial planning, and that the product side of your customer relationship is, well the ugly side of it… This is flawed thinking. Yes, financial planning is an important and valuable skill, but implementing the optimal […]
https://stepchange.ie/wp-content/uploads/2023/06/shutterstock_1926795197.jpg429700stepchangehttps://stepchange.ie/wp-content/uploads/2016/01/logo-300x78.pngstepchange2023-06-26 10:13:142023-06-26 10:13:14Your product expertise is a crucial skill
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 next action identified, which sets out the importance of carrying out segmentation […]
https://stepchange.ie/wp-content/uploads/2023/06/shutterstock_1942403506.jpg433700stepchangehttps://stepchange.ie/wp-content/uploads/2016/01/logo-300x78.pngstepchange2023-06-26 10:11:012023-06-26 10:11:01Have you segmented your existing clients in a structured way?
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 third action identified, which is that a “one size fits all” offering […]
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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 second action identified, which is the development of a bespoke Client Value […]
https://stepchange.ie/wp-content/uploads/2023/06/shutterstock_477938023.jpg394700stepchangehttps://stepchange.ie/wp-content/uploads/2016/01/logo-300x78.pngstepchange2023-06-08 09:44:032023-06-08 09:44:03Is your Client Value Proposition future ready?
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 […]
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Your product expertise is a crucial skill
/in PropositionYou sometimes might get a sense from some quarters that the only skilled work of a Financial Broker is in financial planning, and that the product side of your customer relationship is, well the ugly side of it… This is flawed thinking. Yes, financial planning is an important and valuable skill, but implementing the optimal […]
Have you segmented your existing clients in a structured way?
/in SalesAs 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 next action identified, which sets out the importance of carrying out segmentation […]
Different strokes for different folk
/in CommunicationsAs 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 third action identified, which is that a “one size fits all” offering […]
Is your Client Value Proposition future ready?
/in PropositionAs 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 second action identified, which is the development of a bespoke Client Value […]
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 […]