Client Relationship

Client Relationship

Deliver Common Services in an Uncommon Manner

Gears
My Practice Norm Trainor
by Anthony Lam, The Covenant Group Although they may not realize it, the majority of companies are actually in the industry of client service – in comparison, their ...
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Securing Valuable Introductions

Gears
Norm Trainor
by Matthew Asser, The Covenant Group The sales process in the financial services industry is more complex than in other sectors, as the ability to secure a deal ...
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5 Questions to Answer in Developing your Strategy

Gears
My Practice Norm Trainor
  by Norm Trainor, The Covenant Group 1. What is your Business Model? Great companies describe the essence of what makes them unique in a simple and compelling ...
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Using Customer Service as a Marketing Tool

blueprint-2
My Practice Norm Trainor
  by Anthony Lam, Covenant Group Never underestimate the power of a client recommendation. When the people with whom you’ve built business agreements trust you enough to not ...
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How a Two-Minute Phone Call Cost a Client

danrichards
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 to hearing from clients, no ...
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The Advisor’s Success Measure – A Profitable Client Relationship

Gears
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 assets under management (AUM). Today, the measure ...
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You Missed a Great Conference!

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 conference and once again the agenda was PACKED. ...
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How Referrals Happen

Speaking Narrow
My Practice
How Referrals Happen When friends ask clients, not when the advisor asks by Stephen Wershing, The Client Driven Practice It is not true what you been told – ...
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How Often Should You Bring Up Referrals?

danrichards
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 referrals with clients. Some advisors ...
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