The definition of marketing which we work to is "to create
and keep a customer".
Too often, people go headlong into advertising and promotions for
new clients and forget about existing clients. Over a long period
we have shown that existing clients produce 60% of all of our
sales, and they in turn give us about 20% of our business from
their referrals. Ignoring them in order to get completely new business
is like shooting yourself in the foot.
Our review service - both the Client Maintenance Report (CMR) and
the client Financial Review - is how we evaluate our clients' finances.
These two products allow us to see their entire picture and look
after everything for them.
By giving existing clients a service which is second-to-none, you
will ensure that they remain your clients for a long time*.
If you do not have enough clients to achieve a steady income, we
will help you build this area of your business up. What we would
do for you is target the relevant people in your geographical area
and make them aware of the high-quality service on offer. This can
be done by any number of means, by us working together.
Any marketing campaign devised for you would be unique from all
others done for other franchises. They would be suited for you to
specifically target those people you would like as your clients.
We subscribe not only to the Data
Protection Act (DPA) but also to both the Mailing
Preference Service (MPS) and the Telephone
Preference Service (TPS) to ensure all marketing done is compliant.
* Money Advice & Planning retains
approximately 97% of all its clients.