We are always looking for ways to support brokers and we thought it would be helpful to provide a series of articles on lead generation tactics and planning. Previously, we have published articles on content marketing, sales and marketing tips. In this article we want to focus specifically on lead generation.

Recent discussions with our brokers have revealed that they have trouble recruiting suitable staff.  Finding the right people can be difficult and we thought we’d help with a few pointers towards improving the quality of your recruitment process.

We recently wrote an article about lead generation techniques in response to conversations with our brokers, who continually tell us that finding and maintaining business is one of the key issues they face. We now want to provide some guidance on email marketing, the use of emails to find and retain customers. If you are looking for some tips and ideas on how to maximise this often forgotten channel, then read on….

A review of some of the latest HR tools and services available to help businesses manage and motivate their staff more effectively.

Tips on presenting the right choices and advice to customers about the correct solution for their needs.

At the end of August, the World Economic Forum released a major piece of analysis examining the changes to the financial system which have followed the rise of fintechs. The report assesses the impact of fintechs (small, technology‐enabled new entrants), and considers their evolving relationships with existing companies and regulators