Financial Services Marketing

Helping financial service businesses stand out and grow their revenues

Financial services – the lifeblood of the economy. And vital to people’s well-being and happiness. 

As a professional in this space you help protect, save, and grow people’s money. Which is fundamental to everything from survival to the freedom to make choices. Enabling people and businesses to do what they want.

But it is a competitive world. And many accountants, financial planners, business advisors, and insurance companies look and sound the same.

Which means that they struggle to stand out and their revenues stagnate.

Underpinning this are some Common Problems:

- No point of difference

They can’t articulate a value proposition or answer the question why do business with us. If you can’t, how can your clients or business partners? You become vanilla me-too.

- Lack specialisation

All things to all people is nothing to no one. It becomes hard for you to articulate who you best serve & why. It is inefficient and you will struggle digitally.

- A mixed bag of clients

Not all clients are equal. The right clients for your business and service are a joy. Others can be energy vampires and suck your life force. They are also expensive to serve.

- Rely on haphazard word of mouth referrals

Referrals are great, all the selling has been done for you. Their conversion rate and value are high. Yet referrals are also haphazard, and it is hard to build a successful business on random events.

- Ineffective digital marketing

Digital is a major communication platform. Yet ironically most financial service companies don’t know their numbers. If it is working for them. Or how to take advantage of social media.

But it can be different.

To see how we can help simply call 02 4023 5958 or fill in the form to the right.

Some client successes:

  • Regional Accountant “Standing out and growing our client base”

    Emerge Business Advisory, like many regional accounting firms, is adept at providing their services. But they struggled to articulate their value. It showed up in low referral rates from clients and business partners. Even the principals could not answer, "Why us?".

    "We were a business 'camouflaged' amongst many of the same in our industry. Using ineffective marketing techniques. Your help to make us 'stand out from the crowd' is having a significant impact on our enquiry rates. And growth of our client base."

    Charles Gromek, Director, Emerge Business Advisory

  • Property Investment firm “met our annual profitability target in 6 months"

    “Alex, I want to set up a property investment business” …. “Of course, you do Scott”.

    Scott Pfeiffer loves property and so do many Australians. At $7,000M in annualised sales, property investment is big business. And highly competitive.

    We went right back to basics. To construct the service offering from scratch. To create one of value to prospective clients. And one that set the business apart from the competitors, and spruikers.

    Whiteboard sessions, client journey maps, calculators. An intense 6-week period of activity.

    And then to market.

    The effort was worth it. The outcome far exceeded expectations.

    “We engaged delivering Results to develop the marketing strategy for our business. Pivotal to that was a distinctive marketing position.

    They then executed it with the development of referral relationships, a website, marketing materials and generation of leads.

    He also helped us ‘convert’ our leads to deals.

    At the same time, Alex mentored us to create successful referral partnerships.

    The results of all this are we now have a thriving business. One with a distinctive market position which appeals to our target market.

    We have an excellent conversion rate, achieved our 18-month budget in the first 7 months. And met our annual profitability target in 6 months.

    There is no doubt we would not have achieved this success without delivering Results.”

    Scott Pfeiffer, Principal, Pfeiffer Property

  • Insurance Brokers “Authorised Representative revenues have increased by 53%”

    “Since starting work with Alex & his team at delivering Results, the number of new Authorised Representative enquiries has more than doubled. At the same time as cutting ad spend. And our AR revenues have increased by 53%. Despite Covid.

    They understand our business and are an integral part of our team.”

    Matthew Denehy, Group Managing Director, Oracle Group Australia

  • Financial Planning firm “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 with potential referral sources. About 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. And help with the ‘sales’ process, cutting 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.”

    Gavin Murray, Business owner, Hub Advisory

To see how we can help simply call 02 4023 5958 or fill in the form to the right.

Standing out – and growing our client base

We were a business "camouflaged" amongst many of the same in our industry using ineffective marketing techniques. Your assistance with helping us to “stand out from the crowd” is having a significant impact on our enquiry rates and growth of our client base.

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