We’re not sure what you’re saying…but keep talking!

It’s important to us as a business to understand where new clients come from. Obviously we do lots of activities – advertising, sponsorship, newsletters, events, networking, and so on that put us in front of potential new clients. However, some recent research that we have undertaken has proved to be very revealing.

Nurturing clients

As a business, we’re keen to understand where our new business comes from, so we always ask the question “where did you hear about us” and record the results. However, unlike some other organisations who neglect their existing clients in the pursuit of new ones, we strive to offer an excellent and consistent experience to our current clients. So perhaps it shouldn’t come as any surprise to learn that the most successful way of getting a new financial planning client signed up to use our services, is when an existing client refers them to us.

Referrals – our business bread and butter

We all know that referrals are worth their weight in gold and whilst Mark Zuckerberg, CEO of Facebook is not exactly the world’s favourite person at the moment, his quote about referrals sums things up nicely.

“People influence people. Nothing influences people more than a recommendation from a trusted friend. A trusted referral is the holy grail of advertising.”

Keep up the good work

Now of course we have no idea what you are saying to your family, friends and colleagues about us, our services and the value of what we do and we obviously don’t need to know. What we do want to say is a big “thank you” and that it means a lot to us to know you value the work we do for you. We also have to ask, please carry on recommending us, because we really appreciate everything you are doing to spread the word about your experiences of Jane Smith Financial Planning!

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