Testimonials

"Without a doubt, I wish I could have taken this program 15 years ago. I’d probably be taking more time off, earning more and be much more satisfied with my business.

The biggest revelation to me has been that there is a process for every aspect of this work. I have never been a process guy and now I see why I have attained the results that I have (that’s not baosting, by the way) because I didn’t have a process—for anything. I’ve read the E-Myth, been through the Bachrach program, read the sales journals and employed all the latest and greatest ideas/technology/products/etc. What I never had was a process. And that’s why I’ve struggled.

My numbers so far aren’t moonshots from where I was—I am up about 9% from the prior year (I excluded a large sale which was in the works when I met you) but I’ve culled the low end of my client base resulting in a higher avg. assets per client. I know higher assets per client doesn’t pay the bills but it does reduce expenses which has helped profitability.

Specifically, I now have: A mission to complete; A vision of where I want to go; An idea of who my target market is and what my ideal client looks like; A marketing process and budget(which is now crushing me but which I expect will pay most of the bills during the second half of the year); A process for my initial client interviews; A service process; An annual review process; A significant opportunity to make this ‘job’ a great ‘business’ with higher revenue and fewer hours.

I don’t know how one can digest and implement all the information that has been taught in the time we’ve been together. That’s why it’s a no-brainer to me to continue the program next year. I suspect the numbers (output) will then catch up to the effort allocated (input).

Thanks again for all your help. Go tell it on the mountain… ."

Robert Bollenbacher, CFP
Securities offered through L. M. Kohn & Co

"We are an international company and represent over 860 insurance companies.
And one of the things that is desperately needed today is the type of system The Covenant Group offers to producers and managers worldwide. We have had a great relationship with The Covenant Group for many years now and have decided to make them a strategic partner of ours because they do such a fantastic job of working with sales personnel throughout the world. They have an outstanding reputation of service, they do quality work, and we've had nothing but tremendous accolades given to us about their work. We have no problem recommending The Covenant Group to our member companies."

Richard A Wecker, CLU LLIF
Former Chief Executive Officer
LIMRA International

"The level of engagement exhibited by the Great-West Life President's Council Members participating in The 8 Best Practices Program has been outstanding. Your systems approach gives them the tools needed to better understand their business and has made it easier for them to implement a business planning process. The Program has helped the President's Council Members move from a reactive mode to a proactive one; now taking the time to work not only in their business but on their business. Our members strongly endorse your program."

Leander Dueck
Senior Vice-President, Individual Distribution
Great-West Life
Canada

“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.”

Jim Wingrove
Agency Development Manager
The Co-operators

“I am now in my third year of The 8 Best Practices Program. Before taking the program I was a typical salesperson who didn’t know where the next dollar was coming from. Today I am running a ‘big’ small business. The program has shown me what it really means to be an entrepreneur and to build systems and processes that will transform my business over the long-term. Since starting the program, my revenue has been up over 25% year over year.”

Rob Neil
Great West Life Resource Centre

“The 8 Best Practices Program helped me transform from an income producer into a business builder. It showed me how to build an organization that allows me to do what I do best, and has given me the push I needed to take my business to the next level. I’ve never been more enthusiastic about my future in this industry.”

Jim Saint
Great West Life Resource Centre

“The 8 Best Practices Program has had a significant impact on my business. It has helped me make the transformation from salesperson to business builder. I no longer look at what I do from the perspective of a salesperson. I have redefined myself as an entrepreneur with a compelling vision. The program has helped me see my business opportunities with more clarity and shown me how to develop powerful strategies to achieve my vision. Over the two-and-a-half years since being involved in the program, I have had a 250% growth in income.”

Corey Schneider
Principal
Sentinel Financial Solutions, Inc.
New York, NY