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 ...Read more 0
by Shauna Trainor, The Covenant Group March 13, 2013 To advance prospects through the marketing pipeline and eventually guide them ...Read more Comments Off on How to Warm Up Your Prospects
by Dan Richards, ClientInsights.ca It can be incredibly hard to get prospective clients to let down their guard and talk openly ab ...Read more Comments Off on Ten Minutes that Uncovers What’s REALLY Important to Prospects
With the first month of 2013 behind us, many of those resolutions at the beginning of January relating to diet, weight or exercise ...Read more Comments Off on Making 2013 Your Breakthrough Year for New Clients
by Dan Richards, ClientInsights.ca For most advisors, once you’re face to face with a prospect, you have an excellent chance of si ...Read more Comments Off on Four Steps to Get in Front of Million-Dollar Prospects
by Norm Trainor, The Covenant Group Entrepreneurswho have been working in a specific market for many years may sometimes feel as i ...Read more Comments Off on Recognize and Seize Your Business Opportunities
by Stephen Wershing, The Client Driven Practice Thomas Coyle, in an article in the Wall Street Journal last week, suggested that a ...Read more Comments Off on Is Attracting Referrals Passive?
by Dan Richards, ClientInsights.ca Advisors invest a huge amount of energy on their client meetings, with a goal of having clients ...Read more Comments Off on The Final Step to Make Client Meetings Truly Successful
by Norm Trainor, The Covenant Group The Covenant Group's financial advisor training programs demonstrate the importance of ...Read more Comments Off on How Has Your Business Evolved?
Your clients’ words are more credible than yours. To attract new clients, you have to establish why you are different. Beyo ...Read more Comments Off on When You Describe Your Differences, Say What Others Say About You