Technological developments and globalization have enabled every industry to expand beyond its regions and acquire clients across the world. Yet long-distance relationships can be trying, making the challenge of maintaining
At The Covenant Group, we work with entrepreneurs to teach them how to build trust and client capital at every stage of the relationship. This is needed not just during the
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
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
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
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
Do you find yourself constantly scrambling just to keep up with all of your clients? Does it seem as though you're fighting (and losing the battle) to deliver the level
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
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 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
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
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
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
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
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,
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
In an industry such as financial services, client relationships and trust between advisors and their clients serve as the foundation of doing business. Establishing client intimacy can also be a