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
Individual Roles, Capabilities and the Right Organization - Part 5
This is the fifth of five blogs that describe individual roles, individual stratum thinking capabilities and the right organizational structure (or as we say, defining the Requisite Organization). Today I'll describe working at Stratum V and what their business looks like.
Continue Reading
Individual Roles, Capabilities and the Right Organization - Part 4
This is the fourth of five blogs that describe individual roles, individual stratum thinking capabilities and the right organizational structure (or as we say, defining the Requisite Organization). Today I'll describe working at Stratum IV and what the business looks like.
Continue Reading
Individual Roles, Capabilities and the Right Organization - Part 3
This is the third of five blogs that describe individual roles, individual stratum thinking capabilities and the right organizational structure (or as we say, defining the Requisite Organization). Today I'll describe working at Stratum III and what the business looks like.
Continue Reading
Individual Roles, Capabilities and the Right Organization - Part 2
This is the second of five blogs that describe individual roles, individual capabilities and the right organizational structure (or as we say, defining the Requisite Organization). Today I'll describe working at Stratum I and II and what the business looks like.
Continue Reading
Individual Roles, Capabilities and the Right Organization
This is the first of five blogs that describe individual roles, individual stratum thinking capabilities and the right organizational structure (or as we say, the Requisite Organization) you need to build your business. There are things about you that you...
Continue Reading
The Client Attraction Conversation - Part 2 of 2
In my last blog I described a simple framework for structuring client attraction conversations. The structure of the opening of an interview is You/Me/Us/We.
Continue Reading
The Client Attraction Conversation - Part 1 of 2
You can utilize a simple framework for structuring client attraction conversations. My friend and colleague, Bill Whitley says: “If you know how to open, you don’t have to close.
Continue Reading
Business Plan: Defining Your Opportunity
Your Business Plan starts with your Business Definition. The four components of the Business Definition are: Vision Mission Values Business Opportunity Your Business Plan is the articulation of your Strategy for growing your business.
Continue Reading
Living Your Values: The Power ofActions
A value is a thing or condition we consistently act upon to get and to keep. A value is a vector – a direction with a force.
Continue Reading
Four Fundamentals of an Effective Mission Statement
In my last blog , I described how we worked with Joel to develop the Mission Statement for his business: “Financial Security Through Informed Decision Making. ” Let’s review the four fundamentals in preparing your Mission Statement.
Continue Reading
The Power of a Good Mission Statement
A Mission Statement describes why you are in business and is designed primarily for your clients. Ideally, the Mission Statement has meaning for every stakeholder in your business, e.
Continue Reading
Vision - The Starting Point in Defining Your Business
Your Vision is your mental picture of the direction in which you want to take your business. It is the goal for your business towards which you are working.
Continue Reading
Elements of a Business Plan
Entrepreneurs start a business to fulfill a purpose that has meaning for them. The business becomes an instrument for the entrepreneur to do what s/he wants to do.
Continue Reading
Four Systems To Build Your Business
Webster’s Dictionary definition of system includes: “a method or plan of classification or arrangement; an established way of doing something; method; procedure etc. There are four systems capabilities that are integral if you want to build your business: Strategy –...
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.
