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Retention Program For Financial and Insurance Advisors Strengthens Brand Promise and Improves Client Relationships

Posted on: Monday, 4 May 2009, 11:30 CDT

TORONTO, May 4 /PRNewswire/ -- Advisors in North America's financial services and insurance sectors will now be able to effectively measure the client experience they provide and have access to best in class client retention tools and industry comparison benchmarks thanks to a new arrangement announced by The Covenant Group (TCG), Tell Us About Us Inc. (TUAU) and 4Growth Inc. today.

The Covenant Group Client Retention Program (http://clientsfeedback.com) combines the best resources of each company to benefit financial and insurance advisors. TUAU's powerful data collection and reporting engine will gather client feedback and deliver actionable performance metrics for the advisor community. The Covenant Group is a trusted industry leader and offers performance training programs to advisors on how to properly enhance service levels. 4Growth will be actively promoting the Client Retention Tool to industry professionals on behalf of The Covenant Group. The result is greater insight for financial and insurance advisors into drivers of client satisfaction, loyalty, referrals, and ultimately, how to improve client retention and deepen relationships.

"In this difficult economic climate, client retention has never been more important, particularly for financial advisors," declares Norm Trainor, president of The Covenant Group. "The Covenant Group Client Retention Program will identify the needs, wants and values of clients and prospective clients, as well as provide the opportunity to respond to preferences in a timely manner. Advisors will be able to measure client relationship growth and adapt services to build more profitable relationships."

"At TUAU, we encourage business to take charge of the client experience. Finally, the financial and insurance industries will be able to measure the client experience they provide and have access to data with actionable results to make improvements. Considering the intimacy of these professional-client relationships, knowing what truly matters to the client and drives satisfaction as well as referrals will be powerful advantages for advisors who adopt the TCG Client Retention program," says Tyler Gompf, CEO of TUAU. "Advisors can only benefit from measuring and understanding their own performance against their peers in the industry."

Starting today, TCG Client Retention Program will be offered to professional advisors by 4Growth Inc., a leading business management group. Gary Collins, managing partner says, "4Growth Inc. is excited to be the business development engine behind the efforts of these two great companies."

The insight gained through this exciting partnership can now be a driving force for financial and insurance professionals to ensure they offer innovative services and products that enhance the client experience and differentiate their offerings. TCG Client Retention Program will help advisors deepen relationships, respond appropriately to client feedback, increase client investment, and drive long-term growth and financial health for their clients and businesses.

For more information on TCG Client Retention Program, please contact Gary Collins of 4Growth Inc. at 905-480-0717 ext. 3112 or garycollins@4growth.ca.

About Tell Us About Us -- Since 1997, Tell Us About Us (TUAU) has been helping businesses strategically focus on customer and operational feedback as a critical success factor to drive long-term growth and profitability. As the leading full-service customer feedback provider in North America, TUAU helps organizations measure the brand experience through satisfaction surveys, mystery shopping, and 1-800 live operator support. TUAU feedback solutions help our clients to create consistent brand experiences and implement customer-centric strategies and principles. TUAU works with more than 100 trusted brands and serves organizations with over 30,000 locations in various industries including restaurant, retail, financial, hospitality, and call center. www.tellusaboutus.com

About The Covenant Group -- The Covenant Group (TCG) specializes in helping organizations grow market share and increase productivity by improving the practice development capability of their owners, managers, advisors and agents. TCG works with institutions to align their interests with those of their partners in bringing products and services to the end-user consumer. www.covenantgroup.com

About 4Growth -- The 4Growth team has over 75 years combined executive experience in startups, small, medium and large businesses. A comprehensive management team showcases expertise across the spectrum of enterprise-based key roles. 4Growth's approach engages deeply with the client's business to help plan and execute for success over the long-term. Through their active management program, 4Growth's role can include: sourcing funding, securing strategic alliances, facilitating partnerships, and helping deliver product, services and support. www.4growth.ca

SOURCE About Tell Us About Us

Source: PR Newswire

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