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

Building Client Capital through Social Media
As a financial advisor, your most important asset is Client Capital. Yet, it does not appear on your Balance Sheet or Income Statement.
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Building a World Class Financial Advisory Firm
The bond between a financial advisor and a client is very personal. The challenge for financial advisors is to extend that relationship of trust and personal connection to include the other people in the firm who work with clients.
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What Is Strategy?
Recently, I met with a very successful business owner who told me that his strategy for growing his business was to get referrals from satisfied clients and centres of influence. While that is an effective method or tactic for growing...
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From One Generation To The Next
We first met Norm when we launched our Practice Development Program sponsored by Great West Life. Norm was one of 32 qualifiers who signed up for the program.
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Lessons My Father Taught Me
The death of a parent is a defining moment in our lives. I was conducting a workshop in Des Moines, Iowa for a group of top advisors and received two calls from my brother and wife within five minutes of each other around 9:30AM.
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The Second Principle of Entrepreneurship
The first principle of entrepreneurship is Optimization i. always working at the highest level of your capabilities.
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The First Principle of Entrepreneurship
Entrepreneurs want to make a difference in the world. However, there is a fundamental distinction in the way in which entrepreneurs operate.
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What Differentiates Entrepreneurs and Employees?
Entrepreneurs can avoid many of the problems associated with growing a business by recognizing the differences between employees and entrepreneurs. There are two important distinctions we can draw between entrepreneurs and employees.
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Lessons from Costa Rica
For the last 11 days, I have been in Costa Rica with my wife, Wendy. We came here as guests of Sun Life of Canada.
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The Most Important Word in Business
When I give a presentation, I often start out by asking the audience the following question: “ If you had to choose one word that is critical to the success of a business, what would that word be. ” Typically,...
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The Entrepreneur as Achiever
Throughout history, human behaviour has been informed and influenced by archetypes. The Oxford dictionary defines archetype as: (1) original model, prototype; and (2) typical specimen.
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The Drive To Excel Further
What motivates someone who has built an eight figure financial advisory firm to continue growing. For John Nicola, the founder and CEO of Nicola Wealth Management , it is the desire to build a sustainable business and leave a legacy.
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Lessons My Mother Taught Me
My mother died recently, only ten months after my father passed away. With my dad, I did not spend enough time in reflection.
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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
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