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Testimonials
The big point of difference that separates The Covenant Group from the others is how this program steps above the strategic level and talks first to your mindset. My belief is that your thoughts drive beliefs, which in turn drive actions. That is the chain of events that happen before your success. Your values and the cultural values of your firm have to be aligned before success is possible. You need to step back and ask "what am I building?" You need your blueprint in place before you can take-up hammer and chisel, before any strategies, before tools, before tactics. This is the only program I've been involved with that truly helps you take a step back and crystallize your vision. Covenant's program allows what's important to me to be set front and centre. Once vision is set the rest is driven from that, your marketing, your relationship plan, and the resources you need to reach your vision. In some way this program creates discomfort. The discomfort is a result of seeing that your status quo will not help you get to where you want to go. This discomfort helps you align your sales, marketing, and service strategies with your vision and values. The program is supported by The Portal, the online system that helps you create your business, marketing, relationship and resources plans. It helps you continue to revisit all of the different components of your planning. We use other systems that are more tactical. The beauty is that they dovetail with Covenant's. We don't' have to abandon those systems that work well. They integrate seamlessly with what we are doing with The Covenant Group. Mike Philbrick Working with The Covenant Group and participating in their program has been an incredibly valuable experience. A key characteristic has been the way they practice what they preach, treating us, as their clients, the way they believe all advisor-client relationships should be handled: with care and attention, a proactive stance, and immediate responses to issues as they arise. The workshop was very well organized. The workshop 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 advisors are accountable as they progress. Through our current experience and from the success we've seen in their previous clients, we believe The Covenant Group has a proven program that will help us build a steady stream of new client introductions and, more importantly, grow our business in a way that allows us to do what we do best. Any advisor or company looking to take the next step in its development should be involved in The Business Builder. David Sung, CFP, CLU, RHU GMP engaged The Covenant Group in 2009 to help all their IA teams increase their productivity levels. I believe this engagement will be the single most significant driver to us, and others, doubling our/their revenues over the next 1-3 years. I have interacted with other coaches previously, and find Norm Trainor and 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. Thane Stenner It's become very apparent to me after having been in TCG's program that this is not a course that at the end you receive a diploma, and are thus a graduate who has successfully completed the curriculum. Rather this is a process or evolution in continually growing and adapting to what is currently relevant in your business. That’s why I’m still in the program after all these years. Simon Hiebert Norm and his colleagues at The Covenant Group have an amazing depth of knowledge and experience gained from working with the best advisors in the industry. Norm and his team guide their clients through a thoughtful process designed to help you create a great practice and a great team on your own terms. I encourage all my partners to embark on this journey of success with the help of The Covenant Group. As I've watched elite athletes receive gold medals over the past week I've been reminded of the great coaching and execution of a disciplined plan that put them in that position. Own your podium! Grant Mutch Norm Trainor simply makes a difference! Making a difference is a phrase we live by and which I can apply to others very seldom and yet Norm lives it. He organizes your business and makes you think of it as a business not just an income generator but Norm does more, he cares about you personally. He is genuine and thought provoking. We have had many conversations and each time I come away a better person as well as a better business owner. The old saying that it is hard to work on your business when you work in your business can be very true; working with Norm allows us to spend time working on our business which has made all the difference! Norm has moved from “paid-consultant” to trusted advisor. He simply makes a difference. Dave Richmond, CLU, ChFC We believe participating in The Covenant Group’s program will help us to achieve our team goal to double our assets and income over the next 5 years. Norm Trainor and his team’s promise is to enable us to do what we do best and build on our existing Horwood culture and values. We need help to increase our productivity and at the same time build and sustain our practice. Because to us "Time is Money" what motivated us to enroll in The Covenant Group’s program is promised observable results, with easy-to-adopt and implement processes. Rebecca Horwood 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 We are an international company and represent over 860 insurance companies. 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 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 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 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 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 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 |
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