When it comes to building something to last the ancient civilisations can teach us a thing or two. Anybody who has had the privilege of seeing the Great Pyramids up close will recall how perfectly symmetrical and “in balance” they are from a distance as you approach them. When you are right there at the […]
continue readingWhat you say about your business isn’t nearly as important as what others say about you. Would you agree? I’ll assume you agreed! So, knowing that what others say about you is far more important than what you say can I ask why you don’t have more client testimonials and reviews? Perhaps it’s an issue […]
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31
Oct
2019
In the first part of this series on client onboarding, Zurich Australia examined the reasons to develop and maintain a sound client onboarding process and looked at the first three steps to develop or redefine a client onboarding process. In this second part, we explore further practical steps you can take to either formulate a […]
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09
Oct
2019
Client onboarding is all about making each new client front and centre in welcoming them to your practice. In this article, the first of a two-part series, Zurich Australia will explore the many good reasons to develop a sound client onboarding process. Part two will explore practical strategies to either formulate or redefine your onboarding […]
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27
Sep
2019
What works in the digital landscape is different to the traditional marketing landscape. I’m going to explain what to do when you have a list of potential clients and how to maximise them in the digital marketplace. So, let’s assume that you created a landing page to support your specific campaign; for example, the campaign […]
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27
Sep
2019
Do you truly know what your clients value about your business? If you’ve never asked them, how can you possibly know the truth? Through the work that I do, I get the privilege of talking directly to clients of financial advisers all across Australia to find out what they value, why they remain a client […]
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18
Jul
2019
We all know that the ideal client is likely to be introduced to your business through someone else whether that is a family member, friend, co-worker or a trusted professional source. However, I can tell you through the research that I do; you aren’t getting all the client referrals they say they will send you. […]
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24
Jun
2019
Let’s talk about one of those elephant in the room things: not all clients are equal for a professional service firm. As human beings they might all be equal, but as clients they are not. Each client relationship has a commercial value….and a commercial cost. Each therefore has varying profitability, and at the extremes it is […]
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29
Apr
2019
Referrals remain the most powerful marketing for professionals despite the plethora of advertising and marketing tactics we have available today. The “transfer of trust” which is created by positive endorsement and personalised introduction or recommendation results in the highest likelihood of a prospective client choosing to do business with you. Referrals are gold and we […]
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13
Feb
2019
Advisers and licensees distracted by developments in financial services may be overlooking an existing advice opportunity which is available to access a growing revenue stream. “The findings of the Royal Commission into financial services due to be released next Monday and other industry developments have left many advisers and licensees sitting on the sidelines waiting […]
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04
Feb
2019
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