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

How You Brand Isn't Just About Clients
Creating a consistent image for your brand can facilitate a closer connection between your business and your clients, particularly if you run a service company as opposed to one with physical products. A brand gives clients something tangible to relate to and form opinions about.
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Insulate Yourself From Operational Risk
Every entrepreneur has to develop a tolerance for a certain amount of risk. However, this does not mean they have to be vulnerable.
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Budgeting & Planning? Don't Neglect Marketing
Many small businesses have already started their processes for budgeting for the new year and setting performance goals. Yet how many have given thought to how they will budget their resources and energies for marketing activities.
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Create an Ongoing Recruitment Strategy
A firm is only as strong as its people. Although that adage may seem trite, it is true - your business will only be successful if you have created a resource management strategy that places talented people in well-defined roles within your organizational hierarchy.
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Strengthen Your Business with Content Marketing
The print ads, cold calls and air time you buy to build your brand is called external marketing. This marketing strategy can become costly and time-consuming, as you have to not only pay designers, publications and broadcast outlets, but also...
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Define Your Business' Role in its Industry
As a business builder, it is not enough to decide who is your ideal client and how much revenue you want to generate. You must also determine whether your company will specialize in a niche industry or have a more general focus.
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Setting Objectives Is Essential to Driving Growth
Sometimes running a business can feel like you have been thrown overboard from a ship. If you just tread water to stay afloat and maintain daily operations, you will not make any progress toward the shore.
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What Story are you Building for the Client?
A common discussion in the world of customer service is how to build a narrative for your clients. Some of the biggest brands have achieved lifelong loyalty from consumers and continue to draw in more customers.
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Create and Stick to a Marketing Schedule
When trying to keep track of every function in your business, marketing may seem like the least pressing issue compared to sales, client relationship management, and administrative duties. However, without a marketing strategy and schedule that you follow closely, you...
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Breaking Down the Business Builder Model
As our team prepares for our upcoming Pinnacle Conference, I look forward to sharing with our audience how entrepreneurs can create a business model that enables growth. In my experience, a number of business owners go into work on a...
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Strive for Service Excellence
It is the business builder who realizes that he or she is not only selling a product or service to clients, but is also working to deliver an exceptional client experience. Client relationship management lasts long after the sales process is over.
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The Emotional Side of Client Service
In addition to providing a solution to a client's personal or financial problem, how do you think your company's products and services impact that person. You may think that a friendly demeanor or taking the time to meet with a...
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Unify Philanthropic and Marketing Efforts
Philanthropy is traditionally viewed as a selfless pursuit, but that does not preclude your company from taking advantage of the positive publicity or influence generated by charitable efforts. As I wrote in " Business Philanthropy Comes in Many Forms ,"...
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Don't Allow New Technologies to Impede Communications
With the development of smartphones, text messaging capabilities, email, social media and other tools, it is easier than ever to communicate with people in the next room or around the world. So why has the quality of communication in business declined.
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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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