Helping serious professionals achieve and sustain peak performance.
Coaching and Support
We educate and coach entrepreneurs, salespeople, and management to solve the issues they
experience in building their business.
Our clients develop the fundamentals and focus to achieve their objectives. Success and
fulfilment in both their professional and personal lives tend to follow.
This year participants will gather at the Fontainebleau Hotel in Miami for our Pinnacle Conference from November 9 – 11. Learn from and network with industry experts, executives, and top producers. Attendees share successful strategies for building a strong and sustainable business. We will combine work, sun and fun! REGISTER NOW AND SAVE!
Visit The Covenant Group’s Learning Library to find out how our self-paced programs can help you make the leap from knowing to doing. Learn the
techniques of top entrepreneurs and the secrets of gaining
higher levels of client commitment.
Call one of our team members now to find out how The Covenant Group can help you reach your business goals.
A sales team has a critical job to do and plays an enormous role in a company’s ability to […]
What do our clients have to say?
The Covenant Group is a leader in working with entrepreneurs. Our relationship with The Covenant Group has been a win/win situation for our agents and the organization.
David Sung CFP, CLU, RHU
Working with The Covenant Group has been an incredibly
The workshop was very well organized, set a fantastic tone and delivered messages that spoke to our
goals and the path to achieve them. Their process and systems generate momentum for learning
and ensure that our team is accountable as we progress.
The Covenant Group has a proven program that will help us grow.
Any company looking to take the next step in its development should be involved in
The Business Builder.
Richardson GMP engaged The Covenant Group in 2009 to help all their IA teams increase their
productivity. Now, I believe this engagement has been the single most significant driver to us, and
others, doubling our/their revenues over the last 4 years.
I have interacted with other coaches previously, and find The Covenant Group to be the most
value added by a significant margin. I am glad that Richardson GMP is using The Covenant Group.
Our team will continue to use their services.
How can coaching help your business grow?
Whether your goal is to make more money, gain more enjoyment in your work
or build a sustainable business, we can help you develop powerful strategies and tactics
to achieve your vision. Coaching that really works combines strategy and execution.
We help you develop processes to attract the right clients, make more sales to existing clients
and obtain introductions, recommendations and referrals. You gain mastery over the growth of
Pressed for time? Try our self-paced training. CLICK HERE
The Covenant Group Understands Your Business.
As an entrepreneur, you’ve got the correct mindset for successful business growth.
However, you may not have all of the skills and knowledge required to build a business.
We help you refine your Business Model and implement the Methods to achieve and sustain
business success. We work with you to implement four systems capabilities: Business Management,
Marketing, Sales/Client Service & Resource Management. The result is a burgeoning business.
As an investment or insurance advisor or wealth manager, you face specific hurdles i
n creating predictable and profitable revenue streams. We have a proven history of
significantly increasing the productivity and profitability of financial advisory practices.
We provide you with systems and processes to run your business, build your brand, increase s
ales and provide exceptional client service. We have helped advisors like you to achieve
As an accountant, lawyer, real estate agent or management consultant, the biggest
opportunity is to enhance marketing and sales skills. We work with you to implement business
development processes to attract and retain the right clients. We also help you to think and
behave like an entrepreneur, streamlining your business processes to increase your effectiveness.
We have designed custom training programs for some of the largest and most successful
companies in the world. We can develop a program to meet your exact needs. Our custom
programs may be drawn from one of our proven models or designed as a completely new initiative.
Either way, the program will be designed specifically to address your developmental needs.
The 2013 Pinnacle Conference Was A Hit!
The 2013 Pinnacle Conference went off without a hitch and was a great success. We want to say a special THANK YOU! to all those who participated. A special thank you to our Pinnacle Partners Sun Life Financial, Empire Avenue and RME. Stay tuned for videos and slides from the presentations by Andrew Marsh – CEO of Richardson GMP, John Nicola – CEO & Chairman of Nicola Wealth Management, Barbara Roberts – Chair at TIGER 21, Tom Kennedy – Managing Director at Kensington Capital Partners, Ed Slott – Ed Slott and Company, and more!
Attendees from across North America gathered to learn from industry experts, executives and top producers their secrets of success and the best strategies to help everyone build a strong and sustainable business.
The Arizona Biltmore was a beautiful site for the event with 39 acres of gardens, swimming pools and iconic architecture influenced by Frank Lloyd Wright. A championship golf course, 22,000+ square foot spa and fitness centre, tennis courts, and a variety of amenities were enjoyed by the participants.