Client Relationship

Client Relationship

My Practice
by Anthony Lam, The Covenant Group Although they may not realize it, the majority of companies are actually in the industry of cli ...
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Norm Trainor
by Matthew Asser, The Covenant Group The sales process in the financial services industry is more complex than in other sectors, a ...
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My Practice
  by Norm Trainor, The Covenant Group 1. What is your Business Model? Great companies describe the essence of what makes them ...
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My Practice
  by Anthony Lam, Covenant Group Never underestimate the power of a client recommendation. When the people with whom you've b ...
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Dan Richards
Today's article arises from a call from an advisor looking to salvage a client relationship. In August I wrote that when it comes ...
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My Practice Norm Trainor
I continue to be surprised when financial advisors measure their success based upon the transaction value of a sale or client asse ...
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You Missed a Great Conference!
The CIFPs 8th National Conference Review By Marc Lamontagne, CFP, R.F.P, FMA This is my second consecutive year attending this con ...
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My Practice
How Referrals Happen When friends ask clients, not when the advisor asks by Stephen Wershing, The Client Driven Practice It is not ...
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Dan Richards
In a recent  roundtable lunch that I hosted with advisors, the question came up as to the right frequency with which to raise refe ...
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