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...
Continue Reading
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...
Continue Reading
Our latest articles
Are You Exceeding Clients' Expectations?
Every time you meet with a client in person, send an email or speak on the phone, you have an opportunity to impress. Are you constantly on the lookout for the needs and demands that your clients feel but have yet to voice.
Continue Reading
Jumping on the Social Networking Bandwagon
Many companies are planning to ramp up their investment in social media marketing this year, as the channel continues to prove itself as an easy, cost-effective way to reach both customers and prospects. Indeed, more than half (53 percent) of...
Continue Reading
Pulling Financial Levers for Better Operations
As I explain in The Entrepreneurial Journey , there are five financial levers that sales professionals must control in order to run their firms smoothly. Product and service mix - Do you offer a wide range of products that satisfy every client's need.
Continue Reading
Reach Out Through Social
Financial services professionals and organizations have been reticent to reach out to and engage their clients through social media platforms. This may be partly due to compliance fears, although a lack of familiarity with the channel could also be to blame.
Continue Reading
Finding and Achieving Your Market Opportunity
Marketing and business expansion are very much intertwined and reliant upon each other, but doing your research is one of the biggest factors for both. How do you identify opportunities for building your business in new markets.
Continue Reading
Establish Employee Engagement by Defining Roles and Expressing Value
When you start your own business, your approach to hiring staff may consist of just picking those capable of coping with an increasing workload, resulting in a patchwork of skills and responsibilities. Yet to create a sustainable, well-organized company, it's...
Continue Reading
Serving Your Clients Through Multiple Channels
Communication is the focal point of customer service, and a failure to talk with the clients you serve is essentially a guarantee that the relationship will be shallow and short-lived. Research has indicated that people are integrating more technology when...
Continue Reading
Work Images Into Your Marketing
With the ever-increasing accessibility of all things media - online newspapers, image-centric social media platforms, smartphones that can take better pictures than some cameras and more - it seems our culture is becoming more visual. No matter what your industry,...
Continue Reading
Overcome 'It's Not My Job' Excuses
As the entrepreneur and founder of your business, there is no doubt that you are eager and willing to step in and do whatever is necessary to bring your vision to life. However, that level of enthusiasm may not be...
Continue Reading
Engendering and Honoring Client Trust
Trust is the foundation of a financial advisor's relationship with his or her clients. Without it, how can you build a long-lasting connection and deliver advice and guidance that will help people achieve their personal and financial goals.
Continue Reading
Build Your Community as Well as Your Business
Most entrepreneurs spend a lot of time devising ways to build up their businesses and deepen their relationships with clients. Being selfless in client relationship management is essential to creating client capital, and businesses should regularly strive to deliver value-added service.
Continue Reading
Make Clients and Employees Believe Your Mission Statement
Do not underestimate the importance of a mission statement. In building your business, this will differentiate you from the competition and will serve as a reminder of your purpose as an entrepreneur.
Continue Reading
Make Yourself Relatable
It's a common theme in sales industries: No one likes to be sold, but everyone likes to buy. As a business owner, how can you be successful in acquiring clients without making meetings feel like a sales pitch.
Continue Reading
Develop and Refine Your Marketing Strategy
Marketing your business requires a multifaceted program that addresses what occurs within and outside the organization. While many entrepreneurs are very talented at networking and selling, it's necessary to have a longer-term plan to drip on prospects and prevent the...
Continue Reading
“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
Download Our Free Starter Kit
Are you a successful entrepreneur or executive looking to enhance your work and drive business growth?
Inside this kit, you'll gain instant access to three game-changing ebooks designed to help you optimize your workflow, enhance productivity, master the art and science of prospecting, and fuel your business growth.
