Prospects

Prospects

Dan Richards
A couple of years back I chaired a conference at which one of the speakers was a woman who’s built her business around successful ...
0

Dan Richards
In the question period after a webinar I did yesterday for the U.S. advisor site Horsesmouth, one advisor asked about engaging pro ...
0

Norm Trainor
by Shauna Trainor, The Covenant Group March 13, 2013 To advance prospects through the marketing pipeline and eventually guide them ...
Comments Off on How to Warm Up Your Prospects

My Practice
by Dan Richards, ClientInsights.ca It can be incredibly hard to get prospective clients to let down their guard and talk openly ab ...
Comments Off on Ten Minutes that Uncovers What’s REALLY Important to Prospects

Dan Richards
With the first month of 2013 behind us, many of those resolutions at the beginning of January relating to diet, weight or exercise ...
Comments Off on Making 2013 Your Breakthrough Year for New Clients

Dan Richards
by Dan Richards, ClientInsights.ca For most advisors, once you’re face to face with a prospect, you have an excellent chance of si ...
Comments Off on Four Steps to Get in Front of Million-Dollar Prospects

Norm Trainor
by Norm Trainor, The Covenant Group Entrepreneurswho have been working in a specific market for many years may sometimes feel as i ...
Comments Off on Recognize and Seize Your Business Opportunities

My Practice Norm Trainor
by Anthony Lam, The Covenant Group A common discussion in the world of customer service is how to build a narrative for your clien ...
Comments Off on What Story are you Building for the Client?

My Practice
by Stephen Wershing, The Client Driven Practice Thomas Coyle, in an article in the Wall Street Journal last week, suggested that a ...
Comments Off on Is Attracting Referrals Passive?

My Practice Norm Trainor
by Shauna Trainor, The Covenant Group Marketing your organization has many interconnected components. The advertisements you place ...
Comments Off on Referrals can Expand Your Circles of Influence

Dan Richards
by Dan Richards, ClientInsights.ca Advisors invest a huge amount of energy on their client meetings, with a goal of having clients ...
Comments Off on The Final Step to Make Client Meetings Truly Successful

My Practice
by Dan Richards, ClientInsights.ca Most advisors tell me that once they meet with prospects, they have an excellent success rate c ...
Comments Off on Turning Warm Leads into Meetings

My Practice Norm Trainor
  by Norm Trainor, The Covenant Group The Covenant Group's financial advisor training programs demonstrate the importance of ...
Comments Off on How Has Your Business Evolved?

My Practice Norm Trainor
  by Anthony Lam, The Covenant Group Trust is the foundation of a financial advisor's relationship with his or her clients. W ...
Comments Off on Engendering and Honouring Client Trust

My Practice
  Your clients’ words are more credible than yours. To attract new clients, you have to establish why you are different. Beyo ...
Comments Off on When You Describe Your Differences, Say What Others Say About You