It is with the greatest pleasure to be able to announce that our OBT Financial Planner, Damon Zischke, has been named Future Leader of the Year in the 2020 Lonsdale Financial Planner Awards! Congratulations Damon!
Meet Terri Hamilton who works closely with Debbie as OBT’s Client Accounting Support Administrator looking after our clients’ correspondence and queries.
Read how OBT’s Business Solutions team can help ensure your pricing strategy will support your business, irrespective of whether you are prioritising new customer acquisition, revenue growth, profit growth, entering new markets or market share growth.
When Jodie and Aaron Werth had the opportunity to purchase local business Gatton Betta Home Living, read how OBT was on hand to help pre, during and post-purchase.
Read why, for Plainland retirees Barry and Gail, having Financial Planners who are nearby and invested in their affairs is important.
Understanding what your customers really think about your business could be the difference between them staying or leaving for a competitor. Find out how to get feedback and create loyal customers.
Lockyer Valley retirees Glen and Marlene Reinke have been clients of Rodney Turner’s for some 30 years and they wouldn’t have it any other way.
Sales opportunities are the lifeblood of many businesses Yet too often they are either missed or salespeople drop the ball during the sales process. This can be because they neglect important systems that contribute to sales success. In this article, we focus on key business… Read More >>
Embrace the power of customer communication! Since the beginning of time, humans have communicated using primitive drawings, bartering, nonverbal actions and face-to-face conversations. These early forms facilitated the spread of knowledge, ideas and the formation of relationships. As times advanced, communicating took on an entirely… Read More >>
Establish expectations for long-lasting customer relationships In business, the first opportunity to set those expectations is prospecting and early sales conversations. In these early stages, doing the small things can be really impactful. Follow up quickly, arrive to meetings early, provide only useful information and… Read More >>