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

Staying Focused Part 2: Sharpen Mental Performance
Entrepreneurs have a lot on their shoulders between managing staff, overseeing operations and making plans for the future. They are often the X factor in a business and may be the one that most clients identify as the embodiment of the business.
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Staying Focused Part 1: Concentrate On Business
The school of Zen Buddhism has gained mainstream recognition in recent years. Many people want to achieve their own version of peace, tranquillity and focus in their everyday lives.
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Weathering The Storm Part 2: When The Customer's Wrong
This old adage suggests client relationship management best practices revolve around keeping the people or businesses you serve satisfied and happy. Yet there are many instances when the client is most definitely wrong.
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Weathering The Storm Part 1: Managing A Client Crisis
There are many forms of business blunders ranging from shipping errors, miscommunications and clerical mistakes to more significant problems, such as major drops in stock value or managerial corruption. While some of the more dramatic problems seem to happen to...
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Need to Motivate? Money Isn't the Sole Answer
In the transition from working for someone else to breaking out to build your own business as an entrepreneur, there is rarely time to develop management skills and learn how to run a team. During the early years, if you're...
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Invest in Client Experience Innovations to Reduce Losses
Entrepreneurs in all industries have many obstacles to overcome in the early years, before the business is stable enough to compete with larger market leaders. One way to gain a quick competitive edge over other companies is to develop a...
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Generate A Predictable Income: Key Internal Marketing Strategies
The right marketing strategies are a great business builder. If executed effectively, strong internal and external marketing plans can help a company generate additional revenue and guarantee a steadier stream of sales.
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Create a CRM Checks and Balances System
A business that does not have an organized system of checks and balances can suffer. Without oversight of employee activities, one-time errors can grow to become bad habits that taint the company's reputation or bring on far-reaching consequences.
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Webinars Can be Beneficial, If Done Right
Live sessions can be a fantastic channel for connecting with potential and existing clients and demonstrating your business' expertise in a certain area. Technology has become more user friendly, and there are a host of platforms, such as Shindig, SlideShare,...
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Top Managers Know How To Listen
Entrepreneurs are able to take a new idea and translate it into a tangible business venture through hard work and determination. Successful business leaders are not only savvy on how best to maneuver into a new market, acquire investors and...
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Ensure Your Social Media Strategy Takes LinkedIn's Latest Changes Into Account
While many entrepreneurs focus their marketing and branding efforts on popular social media platforms such as Facebook, Google Plus and Twitter, they often neglect sites like LinkedIn. However, this social media channel can have tremendous branding power and offer business...
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Define Your Brand, Then Make it Stand Out
Regardless of which subject of expertise we discuss on this blog, The Covenant Group team often refers to the common theme of differentiating your business from your competitors. You have to determine what characteristic or function of your business will...
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Don't Sell: Educate and Inform Your Prospects
The client acquisition process is about helping your prospect buy rather than selling them a product or service, but many people in the business of sales tend to forget that. A salesperson's chief responsibility is not to hit his or...
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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
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