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Great articles for you by the Eligible team

Saved Bacon

Don’t forget existing clients who saved your bacon, when times got tough.

Don’t forget the clients who saved your bacon back in March- that’s right, your existing ones.
The easiest way to grow your business is to keep your existing clients. Not rocket science – happy clients buy more and tell more people about your products or services. Check out our 5 retention tips you can implement today.

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GDPR Cheat sheet

GDPR basics for advisers

GDPR isn’t going to kill you. But ignoring it will kill your business.

GDPR should ALWAYS be on your radar, it’s not a quick fix thing. It’s about the ongoing management of your data ensuring your business is compliant, so you don’t get yourself into deep water with data fines.< Is GDPR an alien phrase to you?

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wash your data

Data hygiene for advisers. Attention advisers, it’s time for a cleanse!

Data hygiene 101 – you know how to clean your hands, but do you know how to clean your data? COVID19 has taught many firms that the data they hold on their client base just isn’t clean enough. Meaning they have struggled to keep clients engaged, missing opportunities to offer advice when they have needed it the most.

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social media for brokers

Social media tips for advisers to help win new clients

Advisers across the UK have turned their focus to digital. Now more than ever, it’s important for firms to understand the value that technology can improve operations and client relationships.

If you’re not doing business on social you could be missing a trick.

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Data

Building your brand’s digital presence

In the last three months, people all over the world have become incredibly reliant on technology. It’s being used as a primary channel for communication, education and purchase.

Considering current circumstances, building your brand’s digital presence has never been more important. So where do you start?

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