Both advisor coaches will merge their consulting businesses into Trainor’s firm, The Covenant Group
Carson Group to guide the firm’s advisors in every facet of their business
Advisors will continue to have an important role in an increasingly technology-dependent world. The job will be to engage clients in determining the best courses of action to meet their goals
Three ways a coach can help advisors
A well thought-out business plan will take you further than arbitrary growth targets set with no strategy for reaching them. These paths toward growth carry varying degrees of risk
An advisor's 55th birthday and 25th anniversary in the business inspires questions about the development of a succession plan. The best advice combines the benefits of early planning with the reality of life
17 women to participate in a six-month integrated leadership program
Once you have identified the quality that sets you apart from the crowd, your next challenge is to tell your story to your target market. Try this four-point approach to reach as many quality prospects as possible
When asked by prospects to explain what differentiates you from your competition, chances are your answer will sound all too familiar. This five-step process can help you identify and articulate your unique strengths
Many successful entrepreneurs reach a point in their careers at which they find themselves dogged by administrative duties while doing less and less of the work they love. You can overcome this funk, but you must be prepared to change