Attracting More Clients

Customers are key to the success of any business. At StepChange we understand that attracting new customers is a primary part of your business. And in order to attract new customers you need to get in front of people or new prospects.

In a recession however, businesses selling financial services face huge challenges getting customers to invest.  What you need are simple and effective actions.  StepChange has identified a number of areas that can help you.

Building Better Introducer Relationships

Have you relationships with Accountancy firms, referring a stream of clients to you?  We can help you build relationships with introducer firms and turn these relationships into revenue generating partnerships.

Referral Approaches

Do you have a structured referral process and how effective is it? We can help you to plan your process to include: identifying potential referrals, encouraging people to give you referrals and steps to take once a referral is received.


Networking is often overlooked but can be a very effective tool to gather prospects.   There are many tricks to successful networking.  We can bring you through the ‘do’s and don’ts’ of networking and help you identify the right forums for you.

Online Lead Generation

A successful website not only talks to customers but also attracts them to your business.  As part of your marketing planning process we can help determine the optimal approach for your website that helps drive more leads.

Social Media

People share, read and generally engage more with any type of content when its surfaced through friends and people they know and trust”, Malorie Lucich, Facebook Spokesperson.

Social media is a fundamental part of everyday living now and it’s vital that businesses understand where it can help them.  We help you identify the relevant social media to use to build engagement with your target audience and ultimately drive more customers to your door.