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
Social Activism: It's Popular, Profitable and Good to Do
For many years, it seemed as if companies that got involved in social causes were either doing so for a public relations campaign or were not creating revenue as a result. However, the corporate attitude toward activism and social responsibility has evolved in recent years.
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Shorten Your To-Do List: Delegate
It is an easy trap for an entrepreneur to fall into - believing that there are certain activities that can only be completed by the business owner. In reality, there are probably a lot fewer tasks that must be performed by you than you think.
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Blending the Art and Science of CRM
Most entrepreneurs understand that there are (sometimes conflicting) scientific and emotional elements to running a business. Blending the uniform components of running a company - administrative, sales, marketing - with the more artistic, subjective ones - client relationships, engaging prospects - can be a challenge.
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More Companies are Marketing Online. Are You Connected?
For some businesses, the evolution of their marketing strategies has been slow. It is understandable: a business owner may be hesitant to introduce a new element to a formula that has been successfully promoting his or her company for years.
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Covering the Financial Management Aspect of Your Business Plan
I have dedicated several recent blog posts to the importance of creating a multi-faceted business plan, which may seem excessive until one realizes how integral this document is to the strategy and direction your business takes. These plans are comprised...
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Don't Use Technology as a Service Crutch
In a hyperconnected world, we're in danger of using technology as a crutch and an excuse not to connect with clients in the meaningful ways we once did. At The Covenant Group, we all discuss the importance of delegating to...
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Understand your Clients' Problems Before Offering a Solution
When attempting to provide a client with a new financial product, it is important for advisors to realize that they are offering a solution to a challenge or problem, rather than simply a way to increase a client's earnings or...
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Social Responsibility and Corporate Profitability are not Mutually Exclusive
I have discussed the role that volunteer work and philanthropy can play in an organization, enabling entrepreneurs and their staff members to pursue causes near to their hearts while providing the added benefit of boosting the companies' image. However, sometimes...
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Share Your Business-Building Ambitions with the Team
When you are a business builder, you likely have a lot of goals and dreams for the future of the organization. However, keeping those aspirations a secret will not result in any change.
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Create Teams That Can Run Themselves
As you become more established in running your own organization and generating more business, it will be necessary to delegate functions and tasks to other employees. The main purpose of bringing on team members is to lighten your own workload,...
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Salvaging the Client Relationship
There are bound to be instances when a client is unhappy with the product, service or experience when interacting with a business. Yet when clients voice their displeasure with your company, that does not mean the relationship is doomed to...
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Corporate Social Responsibility Is Not Detrimental When Done Right
In past posts, I have discussed the importance of entrepreneurs and businesses giving back to their communities through their time, talent or treasure. These socially minded activities work not only to serve your stakeholders, improve the lives of others and...
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Are You Using Periodic Reviews to Secure Client Capital?
The most valuable business opportunity for you this year can be found with your existing clients. Because you have already succeeded in converting existing clients, a major portion of the marketing process has been completed.
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Recognize and Seize Your Business Opportunities
Entrepreneurs who have been working in a specific market for many years may sometimes feel as if they have hit a glass ceiling. If you think you have targeted as many clients as possible in your niche, it may be...
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Even as You Grow, Maintain Small Business Customer Service
While it's the mission of virtually every entrepreneur to grow his or her business, getting bigger doesn't mean you have to abandon some of the best characteristics of smaller organizations. What's the source of your loyalty - the product offerings...
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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
Trusted by industry leaders around the world
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