Industry

Showing articles
in "Industry: Finance and insurance"

Personal Savings

14 March 2022 | 6 min read

5 things to consider before dipping into your personal savings

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.

Jason He

14 December 2021 | 6 min read

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

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.

Lead generation

01 December 2021 | 4 min read

6 steps to building a lead generation campaign

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

04 December 2018 | 2 min read

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

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.

04 December 2018 | 3 min read

How to understand seasonal trends in small business

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.

25 October 2018 | 3 min read

Unlocking the value in your database

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.

23 October 2018 | 3 min read

Why and how brokers should diversify into cash flow lending

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

07 October 2018 | 3 min read

How to use LinkedIn to find new customers

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.

14 May 2018 | 3 min read

Understanding cash flow lending

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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