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+61 8 6143 8892

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Attention AFSL Holders: Why are Financial Planners exiting the industry and selling their biggest asset, their client list, for a song?... Is it simply that we don't know where our clients have gone?

(The embarrassing problem besieging most retail AFSL advisors that can be easily fixed)

or Call Us for Assistance at: +61 8 6143 8892

Is your marketing budget being wasted? Do you have a CRM that is full of old or bad data?

 You are not alone.

The Number 1 problem with CRMs is the bad data inside them. If you use that data to make decisions about marketing expenditure, inventory management, sales forecasts or hiring levels, and the data is bad, what do you get? Bad decisions.

In the olden days we fired a shotgun at the market by way of industry media, maybe billboards, advertising, trade magazines, perhaps television, with maybe 1% of our message, and the spend associated with it, reaching the targeted audience.

Today, you can target your audience. Your CRM is the foundation for your organisation to do that. Then strategies that are well proven are overlaid on your CRM to target known buyers, especially previous buyers. Sadly, bad data in your CRM is resulting globally in millions of potential dollars missed, lost or wasted.

Globally we spent US$26.3 billion on CRM software in 2015, up 12.3% from the previous year, according to the Gartner Group, a leading research organisation in technology trends. Their prediction for 2018, is a whopping US$40 billion!

Is your organisation in that number? Do you know how much you spent on the licensing fees alone for your CRM? Do you know how much you spent on marketing to the people in your CRM? Do you know what the ROI was on that spend? The days of “feel good” marketing are over.

If these questions make you uneasy, don’t worry, you are not alone. Call us now - we can help!

Looks like they have ​​​​​​​​​​​moved

Who was that guy again?​

They need you, they have new problems and opportunities, but they can't find your old business card...

Unfortunately, during all these changes, your clients may not remember to keep you up to date.   You can’t phone them all every day to check.  The result?  They are making important financial decisions without the benefit of your advice, or equally likely,  they are totally unaware of the changing landscape which means important decisions and opportunities are quietly passing them by.  The result is an unhappy client, who, years later, will ask:  "Whatever happened to that firm that was advising us on all this stuff?”.  I guess they let us down.  They need to blame someone, and with that goes your reputation and a golden opportunity for referral business.

Finding those missing clients can be tough!

Finding those clients can be difficult or impossible.  Certainly it is time consuming, time you would rather be using to advise clients you can talk to.  That is where Alchemy Deep Search comes in.  Using a combination of sophisticated computer software, search algorithms and one of the largest and most current databases in Australia, which also includes information dating back several years, we can take the last known information you had on your client, and give you back their current contact details.  

Sometimes they are hard to find

I'm seeing someone else now

Are they cheating on you?

As you know, the Financial Planning landscape is increasingly competitive and regulated.  If you are not talking with your clients, then somebody else may be.   Find them first, by contacting us, and we will do the rest.  It will be fast and painless and may just produce a lot more gold than you ever expected those mountains of data to contain. Too busy to call?  Just Enquire Here, provide us with your basic contact details and we will follow up with you.

That mountain of gold is being mined, don’t wait too long or you’ll be sifting through the tailings.

Want a joyful reunion?

We will make no contact with you client unless you specifically direct us to, and even then it would only be to ensure a joyful reunion.  Then you can do what you do best, and consult with them on their current state of affairs and what they should be doing.

With the changing legislation, finding a particular client may be a matter of extreme urgency.    Need to find one or two people in one or two days?  No problem, we have an express service just for that situation.

Needless to say, it is all highly confidential.  Your information will not be shared with anyone else.  Your clients will not even know that we exist.  They will simply be surprised and very happy that you have taken the trouble to follow up with them.  They will think you are a wizard.

We are back in business!

or CALL US for Assistance at:

+61 8 6143 8892