Building Your Business
Explore the latest industry news and advice that can help financial advisors build and grow successful practices.
Integrating marketing, sales and service
By Norm TrainorThe following is based on one of The Covenant Group's clients. All of the names and telling details have been changed to preserve client privacy. When I first met Corey, he had all the tools to be a great financial advisor. All he needed was a
November 05, 2006
Building Your Practice in the Education BusinessWe're all in the education business, no matter what our product is.That is to say, our clients need to be continually taught the reasons for ...
November 05, 2006
Building Your Practice in the Education BusinessWe're all in the education business, no matter what our product is.That is to say, our clients need to be continually taught the reasons for ...
November 01, 2006
A star is re-bornLarry started his practice under the tutelage of a renowned branch manager, and in less than four years, this rising star was headlining industry conferences. When his manager retired, Larry decided he wanted to be independent. He engaged us to help
November 01, 2006
Lonely at the topWhether it's you or one of your most revered clients, the words "it's lonely at the top" should be at the top your awareness. Today, and, unfortunately, into the future, the enormous challenges and stresses that CEOs face not only beleaguer their
November 01, 2006
Let clients do the talkingThink television commercials. Essentially they're all about testimonials - people swearing the product being advertised will help consumers make their teeth whiter, make their clothes brighter or make their athletes foot go away. Why are more people
November 01, 2006
Starfish organizations"If you cut off a spider's leg, it's crippled; if you cut off its head, it dies. But if you cut off a starfish's leg,...
November 01, 2006
Operation OwnershipAt a conference I attended a few years ago, one of the panelists in a "best practices" session proudly boasted that his successful practice had...