The Covenant Group
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Know your Client

  • Looking for Mr. Good Client
  • The power of a good mission statement
  • Going Fee-Based? - Telling your client you’ll start taking their interests into account might not cut it
  • Twenty minutes and hundreds of thousands of dollars later
  • Do you know what your clients expect from you?
  • The art and science of introductions
  • Enemy at the gate
  • Who's the boss
  • The risk of being too relational
  • Maximizing Client Value
  • When the client "just doesn't get it"
  • The economics of building the brand
  • The real cost of leaning on products to help you sell
  • Mastering the seniors market
  • Business is a losing game
  • Meaningful events in your clients’ lives
  • How do you become a trusted advisor?
  • Your prospect’s subconscious routines for making decisions
  • Trying to do it all can leave you with less
  • When your expertise gets in the 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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