Return to Our Work

Lifepath Advisers

What We Discovered

  • This small financial planning business had been in operation for 3 years
  • A unique selling proposition had been identified
  • A “process” had been identified
  • No new clients were forthcoming
  • There had been zero referrals
  • The sales cycle was drawn out with an average of 4 months from enquiry to sign up.

What We Developed

  • An in-depth research strategy for the business including clients & marketplace
  • Communication tools – specifically brochures, letters, scripts
  • Strategy for continuous feedback, adaptation & continuous improvement.

What We Delivered

  • A client communication strategy
  • Copywriting strategy for improving referrals and securing new clients
  • A clear client decision-making pathway.

The Results

  • Marketing communications that show clients how the business adds value
  • Improved sales life-cycle – from enquiry to sign up now 2½ months
  • Improved cash flow
  • A 275% increase in the conversion rate of referrals from existing business partners
  • A referral programme that has clients acting as ambassadors for the brand and is delivering 3 new clients every second month
  • A 127% return on marketing investment in the first 6 months
  • Lifetime value of each client is from $25,000 to $80,000

Invaluable to the growth of my business

After being in business for 3 years it felt like we hadn’t quite created an identity for the business and what we do for clients. We also had issues in communicating to potential referral sources how we can benefit them and their clients.

delivering Results took us back to the fundamentals of marketing and then created the communications for the business to help with the ‘sales’ process and reduce this cycle to almost half.

Since implementing these new sales tools we have also noticed a steep increase in referrals into the business from existing clients as well as new professional referral sources.

Alex and his team did not use a ‘one size fits all’ approach or a programme; using their experience and knowledge they created a tailored process and quality advice.

Overall, going through this process was invaluable to my professional development, the development of staff and the growth of my business and I would recommend that all owners go through this process with Alex and his team regardless of how long they have been in business.

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