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
Align Business Decisions With Your Values Every Day
Although the News of the World phone-hacking scandal came to a head more than one year ago, the story continues to serve as a prime example of what can go wrong when a business' operations become too far removed from...
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Are You the Apple of Financial Services? Part One
For its products, for its service, for the customer experience it delivers, Apple and its retail stores have been the subject of countless case studies, articles and blog posts. This is the first in a series about how financial service...
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How LinkedIn Can Benefit Financial Advisors
LinkedIn's millions of users leverage the professional social networking site to share their content with business-minded peers and connect with decision-makers of companies they might never get to meet in the "real world. " Indeed, an infographic from Imbue Marketing...
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Prepare for the Shift in CEO-Employee Relations
Increasingly, interactions between CEOs, business owners and their employees have switched from a top-down order of command to a more collaborative, symbiotic relationship. Communications technology has been a main driver of this trend, as email, social media and the near-ubiquitous...
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Managing and Navigating Client Relationships Via Email
The written word can be a powerful tool, but it also creates plenty of opportunities for misunderstandings. For better or worse, email has become critical to business operations.
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Should You Specifically Market Your Financial Services to Women?
Recently, there has been an increasing amount of discourse centered around whether it's necessary - and indeed appropriate - to specifically market financial services to women. In my opinion, you are missing a significant opportunity if you are ignoring the purchasing power of women.
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Be A Millionaire Advisor
Consider the reasons you decided to become an independent financial advisor. Did you want to be your own boss.
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Scaffolding Yourself to Success
Like there aren’t enough hours in the day and you never have enough time to do the really important or really enjoyable work. I would like to offer three tactics to help you avoid such situations and then raise some...
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Four Simple Steps Before Meeting a Client
Every interaction you have with a client is a new opportunity to build client capital and earn that person's trust. With that in mind, it is important to always be prepared for a meeting.
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Serve Your Employees as Well as Your Clients
Many companies, regardless of industry, make earning and keeping clients' loyalty a central goal in their operations. Employee loyalty is often ignored or pushed further down the list of priorities, yet this factor can have a huge impact on the...
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Balancing Clients and Friendship
We often discuss the importance of trust and friendliness in creating long-term client relationships. A dynamic relationship exists between financial services professionals and the people they serve.
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Make Direct Mail a Successful Part of Your Marketing Strategy
We often discuss the fact that social media, email and other web-based technologies are integral to an organization's marketing plan, but it is wise to include more traditional communications in a multichannel strategy as well. Direct mail is a time-tested...
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Add Variety to Your Product Offerings
Seeking out new products and finding new avenues you can use to help your clients reach their professional and personal goals lies at the foundation of providing value-added service. Do you hold periodic interviews with your existing clients, as well as your prospects.
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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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