Trusted guidance from Industry Leaders

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 Evolution: Having served as an advisor for three years...
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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 & Service Mix Size of Sale Number of Sales...
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Our latest articles

The Power of Three: Making Money, Spending Time, and Making a Difference
There's a saying: "If something is really important to you, you'll find a way to do it. " This means that if you really care about something, you'll figure out how to make it happen.
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Why The Future of Innovation Is Social
If you're like most people, hearing that 62% of employees in bars and restaurants neglect handwashing might make you cringe. Shockingly, around sixty thousand individuals end up in hospitals each year due to preventable foodborne illnesses caused by poor hand hygiene.
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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 what we call "Operating Principles" - concise descriptions of how...
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Overcoming Procrastination: Understanding the Root Causes and Effective Strategies
Procrastination is something that we all struggle with in some form or another. We know that we need to do certain things, but we keep putting them off until some future date or time.
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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 performance.
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The Art of Making Tough Choices: Strategies for Merciless Decision-Making and Merciful Execution
Planning is about putting the ducks in a row. Between strategy and planning we find a lot of emotions.
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The First Question You Need to Answer in 2023
As we approach the start of a new year we will once again begin hearing about goal setting and ways to ensure you achieve your 2023 goals. This year I want you to focus on answering one question: What do you want.
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The Thinking Fallacy Most Likely to Get in Your Way
One of the findings that surprises most, is the fact that high-performing teams report more mistakes than their counterparts. High performing teams take risks, make mistakes, and evaluate their mistakes in public.
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Purpose Driven Philanthropy
In 1902, Andrew Carnegie was the wealthiest person in America. Years before, he made a commitment to donate his wealth for the betterment of communities and the causes that were important to him.
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The Element of the Business Equation too Many Overlook
Any business owner will tell you that Marketing and Sales are the engine rooms of your business. What most people struggle with is integrating Marketing, Sales, and Service.
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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.
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Elements of a Successful Business Plan
We help entrepreneurs and business leaders design the business that is right for them. The starting point is the development of your Business Plan and its elements.
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5 Reasons Why Experienced Entrepreneurs Get Stuck - Part 2
I shared five reasons why experienced entrepreneurs get stuck in a previous blog posting. Welcome to part two, where I share five additional reasons experienced entrepreneurs get stuck.
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“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.”

David Sung CFP CLU RHU
President, Nicola Wealth Management
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Typical revenue growth our clients experience
27+
Years of helping people
80%
Clients who experience 50-200% growth in 12-30 months
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