Finance and insurance

5 things to consider before dipping into your personal savings

14 March 2022 | 6 min read

A business owner who borrowed from her personal finances on what she learnt, and an accountant on what to consider when deciding whether to dip into savings.

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Reviews, referrals and renewals: The power of post-purchase customer service

14 December 2021 | 6 min read

Looking for a way to cut customer acquisition costs? Jason He’s business gets 90% of new customers via word-of-mouth. Here’s how.

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6 steps to building a lead generation campaign

01 December 2021 | 4 min read

Find prospects, turn them into leads and convert them into customers. Here are six steps to build a lead generation marketing campaign that works.

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Clients distracted at EOY? Here’s how you can help

04 December 2018 | 2 min read

Understanding how end-of-year affects businesses in different sectors can help you find cash flow solutions for a variety of clients – and, in the process, boost your practice.

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How to understand seasonal trends in small business

04 December 2018 | 3 min read

Learn how businesses in various sectors approach end-of-year. This will help you provide them with the ideal cash flow solutions, as well as grow your own practice.

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Unlocking the value in your database

25 October 2018 | 3 min read

Your client database is a mine of information about the people you serve. Learn how to segment your database so you can target relevant customers and add more value to the customer experience.

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Why and how brokers should diversify into cash flow lending

23 October 2018 | 3 min read

Stephen Hale from the Mortgage & Finance Association of Australia discusses the benefits of diversification for brokers prepared to offer new products.

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How to use LinkedIn to find new customers

07 October 2018 | 3 min read

LinkedIn is so much more than a social media platform. It’s a place where professionals can congregate, and it has the potential to truly grow your business.

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Understanding cash flow lending

14 May 2018 | 3 min read

Cash flow lending could be the smart answer to your clients’ small business needs – and boost your portfolio at the same time.

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