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
Entrepreneurs need to have agile business strategies
Entrepreneurs need to shift their strategies constantly as client needs change and expectations evolve. However, business owners also must be aware of how the political climate or court rulings can impact their clients.
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Why Client Relationship Management Suffers Without an Emotional Connection
Client relationship management by and large depends on your ability to create an exceptional client experience. From answering the phone to handling a client's stock portfolio, companies have an increasing number of opportunities to captivate their clients.
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Overcoming Marketing Challenges With Online Tactics Part Four: Email Distribution
The variety of marketing channels has opened many doors for entrepreneurs looking to engage clients as readily as larger competitors. To reach a wide pool of clients without breaking budgets, businesses must optimize online channels such as social media networks,...
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Why it Sometimes Takes a Team to Effectively Manage Your Time
How often do you hear yourself say, "There aren't enough hours in the day". Effective time management isn't a trivial manner that you can put on the back burner.
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How Client Complaints Serve Your Client Relationship Management Strategy
We have all seen a customer complaint play out in front of us at a store or restaurant and can empathize with one party or the other. All employees and entrepreneurs eventually come across an individual who is unhappy with...
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Overcoming Marketing Challenges With Online Tactics Part Three: Video Content
Marketing strategies for multichannel businesses have evolved greatly over the past few years. Long gone are the days of standard ads and banners ruling marketing campaigns.
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Empowering Employees to Deliver Service Excellence
Are your clients satisfied with the products and services you provide. Ideally, you should get a consistent "Yes" from all members of your workforce, but all too commonly that simply isn't the case.
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Mindfulness Matters
When Norman Doidge wrote his book The Brain that Changes Itself he helped us understand what researchers had been discovering in recent years and, perhaps, what Buddha knew all along. The brain is no longer seen as fixed at birth...
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The Pursuit of Happiness
As a performance coach and psychologist for some of the wealthiest financial types on Wall Street, I work with many brilliant individuals, some of whom, however, have fallen victim to their own self-destructive and perfectionist minds. Many of those who...
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Overcoming Marketing Challenges With Online Tactics Part Two: Content Marketing
Entrepreneurs function on a daily basis with tight resources and limited manpower. To make the best out of every situation, entrepreneurs must be resourceful, creative and on the cutting edge of technology solutions to stay on pace with competitors while spending less on each task.
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Do Not Become a Complacent Competitor
After years of hard work, long hours and countless phone calls, meetings and pep talks with your employees, your business has reached your revenue goals and is a major player in its market and industry. Despite most entrepreneurs fighting to...
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Client Relationship Management Begins With Understanding
Understanding your clients' wants and needs is often a priority for research and development teams and your sales force. However, granular knowledge of your clients from a marketing perspective has become a benchmark for companies in a variety of industries.
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Overcoming Marketing Challenges With Online Tactics Part One: Addressing the Sales Cycle
Companies often market their services to other businesses rather than directly to the mass public, depending on what they specialize in. As many marketing rules may remain consistent when reaching out to individual clients or other business partners, there are...
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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
300%
Typical revenue growth our clients experience
27+
Years of helping people
80%
Clients who experience 50-200% growth in 12-30 months
Love from our Clients
“The Covenant Group has helped focus our business development strategy and provided quality leadership advice that has been very useful to me as an entrepreneur. Not only am I certain that we wouldn't be where we are today without them, I am even more certain that VELA's future wouldn't be as incredibly bright as it is without their guidance.”
Jason Boudreau
Founder, VELA Wealth
"The Covenant Group team bring an unusual combination of deep industry knowledge and proven business-building fundamentals along with an eye toward innovation and the best practices of driving growth in the new digital economy. They truly care for your success, and it shows in the value they deliver."
Joshua Hollander
President & CEO, North America, Horton International
"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
"I have interacted with other coaches previously, and I find The Covenant Group to be the most value added by a significant margin."
Thane Stenner
Managing Director, Graystone Consulting of Morgan Stanley
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