Client Experience: It’s The Little Things That Count
Think back on your own experiences as a consumer, a client, a patient or a restaurant patron. Which establishments and companies stick out in your memory? Why do you remember
Think back on your own experiences as a consumer, a client, a patient or a restaurant patron. Which establishments and companies stick out in your memory? Why do you remember
Social media websites are wonderful platforms. In addition to providing a venue for you to position yourself and your employees as experts in your field (through articles on blogs or
In business, staying the same in terms of services offered, who you market to and how you operate doesn't enable you to maintain your position - it only means you'll
Developing a pipeline of potential leads that can result in a client relationship is one of the main methods of building and expanding a business. However, without a clear definition
Client experience is important in many industries, but for financial advisors, having the trust of your clients is vital. Without a strong client-advisor relationship, how can you build your client
As an entrepreneur, you likely have more titles than you know what to do with. Not only are you managing your clients and the delivery of your products and services,
Acquiring new clients is a key part of building your business, but that should not come at the expense of retaining and deepening ties with the clients you already have.
What marketing tool allows you to bolster your list of contacts, expand your professional network, and browse for your ideal clients? The answer is Social Networking. The ability to market
Jennifer is an advisor in her 20s. Recently, I asked her: “How much will you be earning ten years from now?” Jennifer quickly responded: “At least, $1,000,000.00.” Given a ten
The Covenant Group's Business Builder programs demonstrate the importance of building your business. Not only in regards to growing your client list and revenue, but also professional growth - adding
When hiring salespeople, companies often look for top performers who can deliver high sales numbers. However, it's not enough to hire great people and then leave them to their work.
Over the last 30+ years, The Covenant Group has had the privilege of educating and coaching thousands of entrepreneurs. The highest performing entrepreneurs have only one common denominator of success
How do you feel when you meet someone who just naturally makes you feel at ease? There are people who seem to have the gift of engendering trust. Our client
Nestled on the shores of Lake Ontario, Prince Edward County is one of Canada’s newest wine regions. Known as the “County” it is a beautiful region with gently rolling hills,
I often encounter entrepreneurs who tell me they could achieve greater success in their careers, but they don’t want to sacrifice balance in their lives. What they seem to be
Challenging a prospect's thinking can sometimes involve asking him or her to think about something they would prefer to ignore. Matthew Dixon and Brent Adamson, who co-wrote the book "The Challenger
When Simon learned to ask his clients and centres of influence for introductions, recommendations and referrals, his revenue doubled in the next year.Simon’s background and cultural experience gave him a
We live in a hurry/hurry, go/go world. It seems as if most of us are in a hurry to get somewhere. Yet, we know that there are times when the
As a rainmaker, your ability to grow is largely dependent on the amount of time you are able to spend developing relationships. The key is to delegate most of the
Typically, when you start out as an entrepreneur, you are a company of one. However, when you draw up the organizational chart to describe your business, it is no different
The first thing that stands out about our client Eric is his commitment to serving his clients. Eric shares two qualities of great entrepreneurs. High self-efficacy i.e. the desire to grow and
Frank could make a lot of money as an advisor, but only for stretches at a time. Periods of prosperity in his business sandwiched droughts, sometimes lasting weeks or months.
Why are we so fascinated by leaders? No matter what our role, leadership is essential to effectiveness. All of us are leaders in some facet of our lives. In addition,
As a financial advisor, your most important asset is Client Capital. Yet, it does not appear on your Balance Sheet or Income Statement. What is Client Capital? It is the