Being a Business Mentor
Being a business mentor demands attention to daily operations, but it also requires a forward-thinking approach. This involves crafting a strategy for nurturing employee development, ensuring their skills flourish over
Unlocking High-Net Worth Prospects: The Infinite Game Strategy
In the pursuit of unlocking high-net worth prospects, Stan Summers found himself in the aftermath of two unsuccessful business cases, sparking concerns about potential missteps with his affluent clientele. Stan's Professional
Five Financial Levers to Manage Business Growth
The most effective way to control the growth trajectory of your business is to align five financial levers with your marketing, sales, and service initiatives. The five financial levers are: Product &
Building a Values-Driven Business: The Key Role of Operating Principles
In our journey to express our values, we often find ourselves faced with the need to translate them into actionable steps. One effective way to achieve this is by using
Leadership Skills: How to Avoid Burnout and Optimize Performance
Leadership skills are critical for entrepreneurs to drive business growth and success. However, the demands of building a company can push leaders to their limits, leading to burnout and reduced
Purpose Driven Philanthropy
In 1902, Andrew Carnegie was the wealthiest person in America. He was 67. Years before, he made a commitment to donate his wealth for the betterment of communities and the
How to Double Your Revenue in 2023
The best form of Marketing is still Word of Mouth. For example, most people chose their financial advisor through Social Inclusion. Their advisor is someone they know in their Social
Elements of a Successful Business Plan
Are you seeking business plan help? We help entrepreneurs and business leaders design the business that is right for them. The starting point is the development of your Business Plan
Speak so that People Listen
https://www.ted.com/talks/julian_treasure_how_to_speak_so_that_people_want_to_listen
Grit: The Key to Success
http://bigthink.com/videos/grit-the-key-to-success-a-conversation-with-angela-duckworth-and-maria-konnikova
10 Ways to Have a Better Conversation
https://www.ted.com/talks/celeste_headlee_10_ways_to_have_a_better_conversation
The Globe and Mail Article: “No ‘one-size-fits-all’ when switching a financial advisory practice to fees”
https://www.theglobeandmail.com/investing/globe-advisor/advisor-news/article-no-one-size-fits-all-when-switching-a-financial-advisory-practice-to/
The Globe and Mail Article: “Why it’s important for clients to understand your compensation model”
https://www.theglobeandmail.com/investing/globe-advisor/advisor-funds/article-why-its-important-for-clients-to-understand-your-compensation-model/
The Globe and Mail Article: “How to start a conversation with clients on fees”
https://www.theglobeandmail.com/investing/globe-advisor/advisor-stocks/article-how-to-start-a-conversation-with-clients-on-fees/
How to Play an Infinite Game – Norm Trainor Full Interview
https://www.youtube.com/watch?v=tZCC-kw7ElQ
The Most Important Word in Business
When I give a speech, I often ask the audience, “If you had to choose just one word that is critical to the success of a business, what would that
How to Double Your Revenue through Conversations
“Where relationships matter, so too, do conversations.” Dean Harder High performers attract and retain the right clients. Dean Harder is a Covenant Group client and a high performing financial advisor. Dean has