Creating Client Capital
High performing advisors develop and implement a strategy and well thought out tactics to create client capital. They recognize the importance of investing in their clients to maintain and expand the equity in the relationship for mutual benefit.
Gifts Hidden in Darkness: How Will You Be Remembered, Post COVID-19?
What would you like to have done to create value for a community in crisis? This is your time to serve.
If you are selling an intangible, placing someone in the position where they can see themselves owning the product is more difficult, or is it?
We All Value our Purchases for One of Two Reasons
A good value proposition re-frames your product in the mind of the buyer. The starting point is understanding how people make decisions.
The Importance of the Value Proposition for the Success of Every Business
You attract the right clients by demonstrating the value of what you do. The clarity of your Value Proposition drives everything.
What Your Clients Value the Most
Your self-perceived value may not be the value your clients see in you. Find out how your clients value you and make that the basis of your value-added proposition.
The Starting Point for an Effective Business Plan
Articulating each element of the business definition sets context and describes the purpose in building your business. It is the starting point for an effective business plan.
Business Plan: How to Hit Your Target
When you’re clear about your mission, vision, and business opportunity, decision-making is easy. You bring focus and discipline to your business.
TCG Maximizing the Client Experience
TCG Prospecting Like High Performers
TCG Build Your Digital Leadership
TCG Building High Performing Teams
TCG Boosting Team Performance
TCG Structure Your Business For Success
TCG Focus in an Age of Distraction
Familiarity vs Mastery
How to be Memorable
How to Play an Infinite Game - Norm Trainor full interview
The Globe and Mail Article: “How to start a conversation with clients on fees”
The Globe and Mail Article: “Why it’s important for clients to understand your compensation model”
The Globe and Mail Article: “No ‘one-size-fits-all’ when switching a financial advisory practice to fees”
Episode of 77WABC’s “Mind Your Business” with Yitzchok Saftlas, featuring Norm Trainor
10 Ways to Have a Better Conversation
Using Common Marketing Approaches In Uncommon Places
The new A,B, and C of Sales from Daniel Pink
Grit: The Key to Success
Mind Your Business with Norm Trainor
Speak so that People Listen
PwC Insurance 2020: Changing Client Expectations
McKinsey: Digital Strategy Framework
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