Go Further Than Marketing With Social Service
Gradually, the financial services industry is starting to warm up to social media and its applications for marketing. However, the social media platforms that you use to connect with prospects
Write Tweets Your Followers Want to Read
Once entrepreneurs set up their social media accounts, the next challenge is figuring out what to say. How do you determine what your followers, connections and fans want to hear in your tweets
Customer Service and Big Data
Delegating to technology is a central feature in The Covenant Group's program. Ongoing investments in your business are necessary to help it expand and grow. One of the newest tech
Social Media Strategy Should be Holistic
Social media offers entrepreneurs so much more than a way to build their personal brand. Recently, I read an article by Forbes contributor Christine Crandell that gives some perspective to the strategic role social
Measure Satisfaction & Shore up Service Value
One of The Covenant Group's teachings is about the importance of developing a service plan to maintain a strong relationship with your clients after you have made the initial sale. Often, entrepreneurs
Elicite Better Blog Responses
Entrepreneurs who were seeking to build client capital and expand their market presence in the past would conduct seminars, host events and write regular columns for local newspapers. Those tactics continue
Delegate to Technology to Improve Client Relationships
Social media websites have given consumers a voice and power previously limited to corporate public relations departments and major news organizations. Now, anyone with an internet connection can share a
Dripping On Your Pipeline
Have you ever seen the impact a leaky faucet can make on a bar of soap? After a while, the small drops of water can leave a significant dent in
Continue Adding Value to Client Relationships
Do not view a sale as the end of the service process. As soon as someone agrees to become your client, you must transition from the role of salesperson to
Turn Your Marketing Into Lead Generation
Yes, marketing is an essential part of running a business and entrepreneurs should be sure to integrate marketing efforts into all other aspects of the company to effectively build a brand. Buying
In Client Service, Silence is Not Golden
When you have a good rapport with your clients, it can be easy to assume that they'll talk to you about anything, and that they wouldn't hesitate to contact you
With Younger Clients, Social Trumps the Business Card
A key part of building your brand is learning how to integrate technology and social media into your marketing strategy. Since most people's primary source of information is the internet,
Simple Steps to Improve Service
With financial services, success usually means a series of steadily increasing numbers. Gauging a financial advisor's performance when it comes to client satisfaction can be much more difficult. Nurturing relationships
Tips for Email Marketing
In a sales meeting, it's important to earn permission before proceeding to the business proposition, and that same sentiment applies to email marketing. Deborah Shane writes for Small Business Trends and highlights that entrepreneurs can
Build a Story Around Customer Service
Entrepreneurs, especially when first starting out, hold several titles - not only are they salespeople, they are often in charge of marketing and customer service as well. After the sale
Consider Social Sites That are Off the Beaten Path
The only way to build your business is to tell people about it, and online social networks are presenting more opportunities for marketing and connecting with clients with greater reach
Using Customer Service as a Marketing Tool
Never underestimate the power of a client recommendation. When the people with whom you've built business agreements trust you enough to not only continue the relationship, but suggest that their
Using Pinterest to Build Your Brand
Often, entrepreneurs and professionals shy away from social networks as a means of promoting their businesses because they are unfamiliar with the technology or think that it only exists for
Marketing Through Facebook
If you're new to using social media for business purposes, the idea of connecting with colleagues, clients and prospects and marketing your firm through online networks can seem daunting. Luckily, Facebook recently
The Art of the Client Apology
Sometimes, you or your employees will make mistakes. When a client feels his or her needs have not been met or have been ignored, it's important to make an effort
Podcasts as a Marketing Tactic
With everyone from teenagers to high net worth individuals becoming voracious consumers of social media and digital content, it is important to reach out to existing and prospective clients through
Don’t Cut Clients as Your Business Grows
As you continue to build your business and gather more clients, it becomes necessary to add more people and delegate tasks to create the best structure for the firm. However,
Catch Your Team ‘Doing Things Right’
Have you instilled in your employees how vital it is to make the client feel valued and satisfied after every business interaction? Going a step further, have you given them
Maintaining Compliance and Embracing Social Media
Fears about falling out of compliance due to a social media program may be one of the reasons that some professionals have avoided the networking websites as a means of