The Covenant Group
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Sales

  • Mastering the seniors market
  • When the client "just doesn't get it"
  • Business is a losing game
  • When business goes bad
  • Your prospect’s subconscious routines for making decisions
  • Figuring out your firm’s focus
  • Moving beyond sales skills to build a great agency
  • You can't be a famous secret
  • Winning the "Practice-for-Sale" Lottery
  • When advisors lose their mojo
  • When the easy ones get away
  • When your expertise gets in the way
  • Does your staff follow your command?
  • What your clients are really looking for in their advisor
  • When it's good to be bad
  • You can teach an old dog new tricks
  • Are you worthy of your title?
  • All in the family not always the best way
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Categories

  • Business Building
  • Client Capital
  • Family Business
  • Health and Wealth
  • Top 20
  • Delegating
  • Utilizing a Planning Process
  • Help your social circle buy
  • How people make decisions
  • Know your Client
  • Obtain Introductions
  • Strategy
  • Utilizing Resources
  • Structure
  • Systems and Processes
  • Financial Management
  • Succession Planning
  • Sales
  • Marketing
  • Brand Building
  • Internal conversations
  • Mentorship
  • Selling Concepts
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