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
Boost Leads, Reputation with Seminars and Content
When it comes to interacting with companies, it appears that consumers are starting to evolve their preferences and their processes for deciding which organizations to do business with. No longer do they wish to be engaged only when it is...
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After Delegating to Technology, Seek Harmony
It can be difficult for some entrepreneurs to delegate functions to others - who but themselves knows how to fulfill these responsibilities correctly. However, as I have outlined in my books, The Entrepreneurial Journey , The Business Builder and The...
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A Referral Process Can Expand Your Circles of Influence
Recommendations, referrals, and introductions from the clients you currently serve can significantly impact your circles of influence. v=K1jSAN25rhg Because referred prospects are typically in the same social or financial groups as your existing clients, the practice of gaining introductions can...
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What Role do You Want to Play in Your Business?
What makes being a business builder, considering all the stress, long hours and headaches associated with the job, worth it. At least partially, it is the freedom and ability to define the role you want to play in your own company.
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Make Your Digital Content Work for You
Content marketing can be likened to the tree that falls in the woods. In both instances, if there's no one around to witness it, it's unclear whether it makes an impact.
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Deliver Common Services in an Uncommon Manner
Although they may not realize it, the majority of companies are actually in the industry of client service - in comparison, their product offerings and sectors are minor details. The level of service that is offered in the forms of...
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Business Philanthropy Comes in Many Forms
Having too narrow a view of what constitutes a commitment to the community can prevent your business from getting involved in corporate philanthropy. Yet it's possible to contribute to nonprofits not only through monetary donations, but with the gift of your time and/or your talents.
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Run a Business Operation Guided by Values
Your business plan is probably one of the most important documents you will create for your company. It is valuable because it is not just a few pages that you keep in a forgotten binder on a shelf.
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Are you the Apple of Financial Services? Part Four
Here at The Covenant Group, we value our client relationships just as our clients do theirs. We spend a lot of time thinking about how we support our clients, and in turn, the service lessons that our program participants can learn from us.
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Before You Market, Build Your Brand
You may have noticed a common theme while reading the posts on The Covenant Group blog - the idea that every aspect of your business is interconnected with all the other functions in the organization. The success of each department...
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Who Mentors You?
Business professionals fill many roles, some where they are the teacher and some where they are the student. On occasion, they may assume both positions in a single relationship, teaching a colleague about one area of expertise while learning from...
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Are you the Apple of Financial Services? Part Three
Apple's attention to detail is the stuff of legend. The technology itself is designed to be intuitive, with clean lines and a futuristic look.
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What's Missing in Your Business Plan?
Type "write a business plan" into a search engine and you will get millions of results. If you merely base one of the foundational documents for your business on a few models pulled from the internet, however, you may neglect...
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Are you the Apple of Financial Services? Part Two
Today, I'll be discussing the second topic in a series about how financial services organizations can emulate Apple, which boasts high customer loyalty and continually impressive sales. While Apple's retail locations and customer support strategy are major factors in its...
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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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