Client Relationship

Client Relationship

Deliver Common Services in an Uncommon Manner

Gears
My Practice Norm Trainor
 Printer-Friendly Version  Email This Article by Anthony Lam, The Covenant Group Although they may not realize it, the majority of companies are actually in the industry of client ...
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Securing Valuable Introductions

Gears
Norm Trainor
 Printer-Friendly Version  Email This Article by Matthew Asser, The Covenant Group The sales process in the financial services industry is more complex than in other sectors, as the ...
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5 Questions to Answer in Developing your Strategy

Gears
My Practice Norm Trainor
 Printer-Friendly Version  Email This Article   by Norm Trainor, The Covenant Group 1. What is your Business Model? Great companies describe the essence of what makes them unique ...
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Using Customer Service as a Marketing Tool

blueprint-2
My Practice Norm Trainor
 Printer-Friendly Version  Email This Article   by Anthony Lam, Covenant Group Never underestimate the power of a client recommendation. When the people with whom you’ve built business agreements ...
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How a Two-Minute Phone Call Cost a Client

danrichards
Dan Richards
 Printer-Friendly Version  Email This Article 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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The Advisor’s Success Measure – A Profitable Client Relationship

Gears
My Practice Norm Trainor
 Printer-Friendly Version  Email This Article I continue to be surprised when financial advisors measure their success based upon the transaction value of a sale or client assets under ...
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You Missed a Great Conference!

You Missed a Great Conference!
 Printer-Friendly Version  Email This Article 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 ...
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How Referrals Happen

Speaking Narrow
My Practice
 Printer-Friendly Version  Email This Article How Referrals Happen When friends ask clients, not when the advisor asks by Stephen Wershing, The Client Driven Practice It is not true ...
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How Often Should You Bring Up Referrals?

danrichards
Dan Richards
 Printer-Friendly Version  Email This Article In a recent  roundtable lunch that I hosted with advisors, the question came up as to the right frequency with which to raise ...
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