Sean Davis

About Sean Davis

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So far Sean Davis has created 9 blog entries.

April 2018

Printed Letters Still Work

2018-04-06T08:52:17+00:00 April 3rd, 2018|Public|

I am a huge fan of email marketing and digital marketing as a whole. Never the less, printed letters work! Letters are just like email, and you need to know who to send them to, and when. WHEN TO SEND LETTERS AND NOT EMAIL Most of you know that when we do an email marketing campaign for our clients, we know our stats, who opens the email, who clicks links in the email, what pages [...]

March 2018

Kepa co-founder and Chief Executive Jeff Page signals retirement

2018-05-28T13:28:57+00:00 March 21st, 2018|Public|

Media release : 21 March 2018 Kepa co-founder and Chief Executive Jeff Page signals retirement Kepa, a New Zealand leader in the provision of financial Adviser support services announces co-founder and chief executive Jeff Page has signalled plans to later this year step aside from day-to-day leadership of the group. Mr Page, a financial industry veteran with more than 40-years’ experience, has led Kepa since it was formed with the merger of TNP and Ginger [...]

February 2018

Drip feed email marketing

2018-02-27T23:00:39+00:00 February 27th, 2018|Public|

Email Marketing is one of the best tools I have ever used to keep in front of potential clients is sending a series of drip feed emails over a set period. In November last year, I contacted some advisers from Kepa about what they would like to see in the way of help with drip feed marketing, and the unanimous response was written content for them to use. The feedback was valuable, and so instead [...]

November 2017

SEO Basics for writing articles

2017-12-20T10:29:21+00:00 November 30th, 2017|Public|

SEO Basics for Writing Articles It's a great skill to hone if you want to do this yourself. I remember when I built my first website around 15 years ago (possibly longer because Google wasn’t even around), I was excited to have the prospect of an online business 24/7 where everyone could find me. I published my website using FrontPage and I was in business. The number of visitors I had was unbelievable! It was [...]

September 2017

Kepa enjoys an excellent year

2017-09-29T20:55:00+00:00 September 29th, 2017|Public|

Kepa enjoys an excellent year The financial year ending 31 March 2017 revealed some impressive growth across our business, and the future looks good. Let me explain in this update. Developing business With more Advisers, from both risk and home loan areas, coming on board, Kepa’s membership is growing. Many of our existing members enjoyed substantial sales growth, particularly those involved in our coaching, mentoring and business development seminars. Also, and putting aside sales numbers, [...]

June 2017

Great time savers for an insurance adviser

2017-09-29T20:57:03+00:00 June 17th, 2017|Public|

Great time savers for insurance advisers Being an insurance adviser and providing great client service is a critical component for creating new business, not to mention better retention, so your persistency rates are good. Below are some great time saving tips to help you provide great customer service.  These tips may be more for newer advisers rather than the more established adviser businesses. EMAIL TEMPLATES Create email templates to speed [...]

Segmenting your Adviser CRM

2017-09-29T20:57:44+00:00 June 17th, 2017|Public|

Segmenting your Adviser CRM Segmenting your adviser CRM will help you improve sales. A great CRM can contribute to identifying more sales opportunities within your own client base as well as help you close more prospects.  I’ve been a strong CRM advocate since my early days when I was with Caledonian Financial Services using LifeBASE. I quickly discovered that if I segmented my client base I could find out who [...]

April 2017

Getting advisers on mobile

2017-09-29T21:00:17+00:00 April 16th, 2017|Public|

Getting advisers on mobile More and more people are searching for everything on a mobile device.  I have read figures as high as 60% of people who search the internet for a product or service, including insurance and mortgages. How many times have you or a friend used a mobile to find something? When I was finishing my accreditation for Google AdWords I learned some great mobile techniques and how important [...]

March 2017

How to nurture more sales leads

2017-09-12T04:30:36+00:00 March 17th, 2017|Public|

How to nurture sales leads How many referrals do you get each month? Most of us don’t get enough referrals to solely rely on them to build our business.  We usually have several different ways to create new business leads and keep our sales pipeline going. It would be fair to say however, that there are more people you don’t know, than you do know, even with someone as popular [...]