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

Content Marketing 101: Video is Your Friend
Marketing has gone through a sea change over the past couple decades. And if your strategy hasn't transitioned as well, you're probably noticing the repercussions: Your pool of prospects has dried up You're experiencing greater client churn Your business has...
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How Telecommuting Impacts Business
Today's workforce is demanding more flexibility from their workplace and many companies are opening up to telecommuting as an option to employees. Recently, Wired cited Forrester research from last year indicating that 34 million Americans worked in their homes or...
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Emotional Intelligence Part II: Self-regulation in Business Strategy
When working to strengthen client relationships, emotional intelligence - self-awareness, specifically - plays a central role. The concept articulated most effectively by Daniel Goleman rests on the assumption that our ability to develop the five central components of emotional intelligence...
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Can You Increase Prices and Maintain Service Excellence?
At some point, you have to increase prices - whether it's through imposing new fees or simply raising the cost of service. This can happen for a number of reasons.
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3 Steps In Building a Performance Culture
When it comes to hiring the right people, many companies falter. In fact, a recent study conducted by the international consulting firm Deloitte found that 34 percent of business executives indicated their human resources departments and talent management departments were...
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Thought Leadership ─ Avoiding Groundhog Days
I have a love/hate relationship with the movie Groundhog Day, staring Bill Murray. If you haven’t seen it, the early 1990’s comedy features the story of a self-obsessed career man having an out of body experience where he lives the...
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What Role Does Corporate Social Responsibility Play in Business Management?
Corporate social responsibility isn't simply a catch phrase that business owners gravitate toward to make their customers and clients feel better about using their products and services. Social responsibility is a core attribute that companies - those that wish to...
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Easing the Concerns of Potential New Clients
Millions of individuals eventually reach an age where they understand the critical need for advice and guidance when it comes to managing their money - assets, estate and financial plans. They have worked hard, saved their money, and have big...
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Why Online Communities Provide "Soft Power" Marketing
Working in any industry, you'll have clients that expect to have fairly direct access to your client-facing employees. Yet, it's unlikely all of your employees will have the chance to interact with your customers on an ongoing basis.
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3 Steps to Embrace Sales Growth
Complacency will be the downfall of any sales team. Unfortunately, countless organizations fall into the trappings of habit and comfort that eventually result in stagnation.
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Emotional Intelligence Part I: How Self-awareness Builds Stronger Client Relationships
Our March newsletter focused on the topic of Mindfulness and the number of comments and conversations that came forward demonstrates the growing interest in emotional intelligence. How did emotional intelligence even enter our business vocabulary.
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Leverage Technology: Always Be Connecting
In the last few years there has been an emergence of a vast number of players in the field of marketing technology. Although it is becoming harder to identify where the disruption will come from next, it is clear when...
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Manage Your Brand With An Exceptional Client Experience?
How much time do you devote exclusively to brand management. Whose job is it to ensure your entire company is effectively delivering a consistent brand image.
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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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Clients who experience 50-200% growth in 12-30 months
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