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
Learn to Prioritize Your Clients
Do you find yourself constantly scrambling just to keep up with all of your clients. Does it seem as though you're fighting (and losing the battle) to deliver the level of service you promised at the outset of client relationships.
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Continue Adding Value to Client Relationships
Do not view a sale as the end of the service process. As soon as someone agrees to become your client, you must transition from the role of salesperson to client service manager.
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Turn Your Marketing Into Lead Generation
Yes, marketing is an essential part of running a business and entrepreneurs should be sure to integrate marketing efforts into all other aspects of the company to effectively build a brand. Buying ad space or reaching out to prospects through...
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In Client Service, Silence is Not Golden
When you have a good rapport with your clients, it can be easy to assume that they'll talk to you about anything, and that they wouldn't hesitate to contact you if there were a problem. In reality, the volume of...
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With Younger Clients, Social Trumps the Business Card
A key part of building your brand is learning how to integrate technology and social media into your marketing strategy. Since most people's primary source of information is the internet, if you don't have some presence online, many potential clients...
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Simple Steps to Improve Service
With financial services, success usually means a series of steadily increasing numbers. Gauging a financial advisor's performance when it comes to client satisfaction can be much more difficult.
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Tips for Email Marketing
In a sales meeting, it's important to earn permission before proceeding to the business proposition, and that same sentiment applies to email marketing. Deborah Shane writes for Small Business Trends and highlights that entrepreneurs can establish trust as they build...
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Build a Story Around Customer Service
Entrepreneurs, especially when first starting out, hold several titles - not only are they salespeople, they are often in charge of marketing and customer service as well. After the sale is closed, it's necessary to nurture the relationship and deepen...
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Consider Social Sites That are Off the Beaten Path
The only way to build your business is to tell people about it, and online social networks are presenting more opportunities for marketing and connecting with clients with greater reach and frequency. Some entrepreneurs may assume that their companies could...
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In Building a Dynasty, Seek Respect, Not Friends
Laying the groundwork for succession requires a lot of planning, grooming and ensuring that the next person to take the reins will be capable and prepared for running the firm. Indeed, it's never too early to start preparing for this stage.
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Using Customer Service as a Marketing Tool
Never underestimate the power of a client recommendation. When the people with whom you've built business agreements trust you enough to not only continue the relationship, but suggest that their friends and associates do the same, entirely new markets and...
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Using Pinterest to Build Your Brand
Often, entrepreneurs and professionals shy away from social networks as a means of promoting their businesses because they are unfamiliar with the technology or think that it only exists for communicating with friends and family. On the contrary, ehe wide...
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Prepare for Retirement on Time
Financial advisors have an entrepreneurial spirit: They are independent, ambitious and determined. Often, that ambition extends not only to their professions, but also to how they want to live their personal lives.
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Marketing Through Facebook
If you're new to using social media for business purposes, the idea of connecting with colleagues, clients and prospects and marketing your firm through online networks can seem daunting. Luckily, Facebook recently released a new guide listing some of the...
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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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