Client Relationship

Client Relationship

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 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 Norm Trainor
  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 Norm Trainor
  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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