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
Maintaining a Good Relationship When a Client Won't Pay
Many entrepreneurs have strong relationships with the majority of their clients and receiving payment for services is never an issue. However, it's not uncommon for a business owner to have difficulty extracting payment from a client at some point in his or her career.
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Why Do Great Marketing Plans Fail
Your marketing plan should be dynamic and consistently revisited to measure the outcomes of your various marketing efforts. To make sure you get value from the review process, make sure your targets are clear and that they have been communicated effectively to your team.
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Generate More Ideas With the Right Brainstorming Strategies
While entrepreneurs are often full of ideas and know just how make goals a reality, they can sometimes become stuck and be uncertain of how to move forward or resolve a certain problem. In these instances, it can prove beneficial...
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Best Ways to Show Client Appreciation
Entrepreneurs realize their companies won't succeed if their top clients take their business elsewhere. Therefore, management teams need to keep their most important partners engaged and ensure they are pleased with the services they receive.
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More Effective Reviews Help Foster Employee Growth
As the end of the year draws near, it is very important to reflect on the successes and challenges in your business and how you and your team can learn from each. Employee performance evaluations is a great way to...
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Increase Sales Team Performance to Better Serve Clients
Clients have high expectations, and if entrepreneurs don't deliver an engaging client experience, clients aren't likely to return. This makes it essential for management teams to train salespeople on how to enhance the client experience and ensure both parties are...
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Looking to Socially Responsible Investing
Entrepreneurs are constantly looking for new ways to grow their companies, and many may overlook some areas in which there are opportunities for growth. When seeking opportunities for expansion, some business owners may neglect to consider socially responsible investing as...
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Find Problems, Don't Just Solve Them
They spend their days resolving situations for the public, clients and colleagues. While they may be good at quickly identifying fixes for frequent issues people and other companies face, business owners need to also concentrate on uncovering new inefficiencies and...
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Should a Business Owner Let a Client Go?
When they're just starting out, entrepreneurs want all the clients they can get - obtaining more connections means more assured revenue streams, gives a company the chance to build its reputation and can serve as an effective business builder. While...
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Email Marketing Making a Comeback
For years, email marketing has been the go-to way for entrepreneurs to connect with their current clients and reach new prospects. Email gave business owners a cost effective and quick way to spread news and establish a reputation as an...
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How to Increase Sales Team Performance
Making sure all aspects of a company run effectively is a huge part of an business owner's job. However, it's often easy for entrepreneurs to overlook sales team performance, especially if employees are bringing in new businesses on a regular basis.
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Find Value by Integrating Sustainability
Sustainability and green initiatives are common in business plans at larger corporations, but many entrepreneurs may believe such projects won't pay off or provide a significant benefit at their smaller companies. However, this line of thinking needs to change, as...
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Staying Focused Part 4: Regain Concentration
Entrepreneurs spend most of their days dabbling in all aspects of the company, trying to benefit each department in some way with their hard work, determination and business acumen. Because business builders know the company inside and out, have been...
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Achieving Client Experience Success
It is not enough for a company to offer acceptable customer service capabilities when addressing client inquiries, complaints or concerns. Rather, a company must have in place a client relationship management team, even if it starts off as a team...
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Staying Focused Part 3: Condition your Thought Process
You tackle major challenges and obstacles on a daily basis, and may welcome the long hours to get the job done right. While this approach may keep business builders at the forefront of decision making, growth and problem solving, it...
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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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