Marketing your organization has many interconnected components. In this marketing mix, we sometimes forget about one of the most powerful channels: existing clients. Recommendations, referrals, and introductions from the clients you
What makes being a business builder, considering all the stress, long hours and headaches associated with the job, worth it? At least partially, it is the freedom and ability to
Content marketing can be likened to the tree that falls in the woods. In both instances, if there's no one around to witness it, it's unclear whether it makes an
Although they may not realize it, the majority of companies are actually in the industry of client service - in comparison, their product offerings and sectors are minor details. The
Having too narrow a view of what constitutes a commitment to the community can prevent your business from getting involved in corporate philanthropy. Yet it's possible to contribute to nonprofits
Your business plan is probably one of the most important documents you will create for your company. It is valuable because it is not just a few pages that you
Here at The Covenant Group, we value our client relationships just as our clients do theirs. We spend a lot of time thinking about how we support our clients, and
You may have noticed a common theme while reading the posts on The Covenant Group blog - the idea that every aspect of your business is interconnected with all the
Business professionals fill many roles, some where they are the teacher and some where they are the student. On occasion, they may assume both positions in a single relationship, teaching
Apple's attention to detail is the stuff of legend. The technology itself is designed to be intuitive, with clean lines and a futuristic look. But the corporate obsession with user
Type "write a business plan" into a search engine and you will get millions of results. If you merely base one of the foundational documents for your business on a
Today, I'll be discussing the second topic in a series about how financial services organizations can emulate Apple, which boasts high customer loyalty and continually impressive sales. While Apple's retail
Using social media as a marketing activity can often feel like you have arrived late and alone to a crowded event: There is no lack of people to talk to,
Although the News of the World phone-hacking scandal came to a head more than one year ago, the story continues to serve as a prime example of what can go
For its products, for its service, for the customer experience it delivers, Apple and its retail stores have been the subject of countless case studies, articles and blog posts. This
LinkedIn's millions of users leverage the professional social networking site to share their content with business-minded peers and connect with decision-makers of companies they might never get to meet in
Increasingly, interactions between CEOs, business owners and their employees have switched from a top-down order of command to a more collaborative, symbiotic relationship. Communications technology has been a main driver of
The written word can be a powerful tool, but it also creates plenty of opportunities for misunderstandings. For better or worse, email has become critical to business operations. While it
Recently, there has been an increasing amount of discourse centered around whether it's necessary - and indeed appropriate - to specifically market financial services to women. In my opinion, you
Consider the reasons you decided to become an independent financial advisor. Did you want to be your own boss? Address a client need that you felt was going unfilled? Desire
Are you feeling stretched? Like there aren’t enough hours in the day and you never have enough time to do the really important or really enjoyable work. I would like
Every interaction you have with a client is a new opportunity to build client capital and earn that person's trust. With that in mind, it is important to always be
Many companies, regardless of industry, make earning and keeping clients' loyalty a central goal in their operations. Employee loyalty is often ignored or pushed further down the list of priorities,
We often discuss the importance of trust and friendliness in creating long-term client relationships. A dynamic relationship exists between financial services professionals and the people they serve. In building trust,