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
Podcasts as a Marketing Tactic
With everyone from teenagers to high net worth individuals becoming voracious consumers of social media and digital content, it is important to reach out to existing and prospective clients through the channels they use to access information. In your business...
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Don't Cut Clients as Your Business Grows
As you continue to build your business and gather more clients, it becomes necessary to add more people and delegate tasks to create the best structure for the firm. However, while you develop your own and your employees' skills in...
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Catch Your Team 'Doing Things Right'
Have you instilled in your employees how vital it is to make the client feel valued and satisfied after every business interaction. Going a step further, have you given them the tools and the freedom to go the extra mile...
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Maintaining Compliance and Embracing Social Media
Fears about falling out of compliance due to a social media program may be one of the reasons that some professionals have avoided the networking websites as a means of marketing themselves and building client capital. However, from one-person firms...
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Deepening the Client Relationship Through Quality Client Service
In an industry such as financial services, client relationships and trust between advisors and their clients serve as the foundation of doing business. Establishing client intimacy can also be a strategy for differentiating yourself from the competition.
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Get Social
Businesses are learning that training in how to use online networks is a great asset in marketing their services, creating client capital, and expanding their spheres of influence. A presentation from Radian 6, a social media monitoring company, outlines some...
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Building the Business With New Clients
Sometimes it can feel like you are just racing in place with your business - that the office is the one running you, rather than the other way around. Stopping for even a minute to catch your breath would mean...
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Client Experience: It's The Little Things That Count
Think back on your own experiences as a consumer, a client, a patient or a restaurant patron. Which establishments and companies stick out in your memory.
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Researching and Contacting Prospects Through Social Media
In addition to providing a venue for you to position yourself and your employees as experts in your field (through articles on blogs or periodic newsletters), social media can also help you acquire new clients - a key requirement for...
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Diversifying Products to Improve the Client Experience
In business, staying the same in terms of services offered, who you market to and how you operate doesn't enable you to maintain your position - it only means you'll get left behind. When it comes to client experience, constantly...
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Using Social Media to Build Your Brand
Developing a pipeline of potential leads that can result in a client relationship is one of the main methods of building and expanding a business. However, without a clear definition of what your company is and what it is trying...
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Obtain and Use Client Feedback
Client experience is important in many industries, but for financial advisors, having the trust of your clients is vital. Without a strong client-advisor relationship, how can you build your client capital and expand the business.
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Pick Your Platform: Social Media Marketing
As an entrepreneur, you likely have more titles than you know what to do with. Not only are you managing your clients and the delivery of your products and services, but you may also be the HR manager, the chief marketing officer and the rainmaker.
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Identifying Client Experience Blind Spots
Acquiring new clients is a key part of building your business, but that should not come at the expense of retaining and deepening ties with the clients you already have. These existing connections are often the secret to networking -...
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Leverage Social Media to Market Yourself and Your Business
What marketing tool allows you to bolster your list of contacts, expand your professional network, and browse for your ideal clients. The ability to market yourself and your services on a social network represents a key way to establish expertise...
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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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