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
Value of Marketing Data Part 4: Tying In Appropriate Data
Once entrepreneurs understand and embrace the many benefits tied to marketing data optimization, leaders can start to identify and monitor the most important streams of information available on client behaviors and preferences. The first step to fully optimizing marketing data...
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Motivate Your Sales Team for Enhanced Performance
A sales team has a critical job to do and plays an enormous role in a company's ability to attract new clients and retain current business. These professionals often serve as the face of a business, and have a lasting impact on a firm's performance.
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Don't Push Away Clients When Using Big Data
Maintaining strong bonds with clients is key in order for an organization to continue generating revenue from existing clients and bringing in new prospects. Companies that don't take the initiative to develop close relationships with their partners could lose them...
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Value of Marketing Data Part 3: Leadership Comprehension
Marketing activities are not just creative projects launched individually to drive client engagement and increases in revenue. Marketing initiatives offer measurable and trackable opportunities for startups and small companies to gauge client perception of a brand and interest in an offering.
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Workflow Management Part 3: Google Apps
Within the realm of cloud computing technology, there are many applications and platforms to help small businesses have more efficient workflow management and stay on the cutting-edge of internal productivity. The variety of options available to business builders underscores the...
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Identify and Speak to Your Audiences
In my book The Entrepreneurial Journey , I make a point about the importance of segmenting your client base and identifying those who create the most value for your business. There will be those who make up a greater percentage...
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How to Handle Losing a Client
Losing a client can put a business in a challenging situation, especially if they were key to a company's monthly revenue stream. While the situation isn't ideal, it's sometimes hard for entrepreneurs to avoid completely.
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Value of Marketing Data Part 2: Data Rich Insight
Marketers have evolved over time, transforming from outbound messaging experts to client engagement professionals. As global markets continue to place greater emphasis on consumer demands and long-term relationships with brands, companies are looking to achieve more than just sales with each marketing effort enacted.
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Workflow Management Part 2: Cloud Computing
Workflow management strategies for entrepreneurs have changed significantly over the past decade. No longer are business builders required to manage staff, resources, business operations and all other aspects of the company from a paper-based environment.
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Refine and Refresh to Make it Right
As the New Year gets underway, marketing is front and center in most of your minds. How can you make 2014 your best year to date.
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Value of Marketing Data Part 1: CMO vs. CIO
Modern businesses are no longer deploying basic, traditional marketing tactics to communicate with clients and generate leads. Rather, enterprises are leveraging communication technology, social media and big data analytics to monitor client activities and preferences to report on trends and optimize business visibility.
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Workflow Management Part 1: Automated Systems
Entrepreneurs must find a way to take small budgets, limited resources and scarce manpower and create a thriving business environment to sustain growth and development throughout the initial months or years of operations. No matter what industry he or she...
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How to Effectively Maintain Client Relationships
Building strong relationships with your clients can be difficult, and no entrepreneur wants to put in a great deal of work into establishing a good rapport only to see their client contact or trust decline. Rather than letting relationships fall...
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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%
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27+
Years of helping people
80%
Clients who experience 50-200% growth in 12-30 months
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“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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