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

Are You a Business Owner? Here Are 2 Key Issues to Consider
If you are the owner of a business, there are two issues to consider about your role. The time frame or time span within which you think and plan for the growth of your business.
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How One High Performing Team Fell from Grace
“Why can't we get on the same page. He ran a tight ship and was proud of his fast-paced culture of getting things done—on time, on task, and within budget.
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Willpower, discipline, and self-control will not make the difference. Try this instead
When you ask the enormously successful to what they attribute their success, they often say things like hard work, dedication, commitment, and sometimes whatever version of God they believe in. Though all of these are important, the vast majority of...
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Leadership Takes Many Forms
Leadership is the ability to set a direction and coordinate the actions of others in implementing what is required to realize your goal(s). Dean Harder is a long time Covenant Group client.
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3 Things We Often Miss During Strategic Conversations
When most people think of strategic planning, they usually think of some sort of periodic gathering where a group of people engage in a ritual of deciding where the future of the organization is heading. Deep down, most of us...
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Why You Need to Put Your Life First
For much of our adult life, we spend more time at work than in any other area of our lives. As a result, we often plan our life around our work.
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The Changing Landscape of Philanthropy
It’s that time of year when we think of giving back – to those we love and to those in need. As I reflected on this topic myself, I was brought back to my 2020 interview with Aneil Gokhale, Director...
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Generosity of Spirit – A Defining Characteristic
Helping people is at the core of everything Murray Neilson does. A value is a thing or condition people act upon to get and to keep.
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Word of Mouth is the Most Powerful Form of Marketing
A good approach to marketing starts with the impact you make on clients. Our tendency is to think about marketing from the perspective of attracting new clients.
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How To Have Effective Networking Conversations
You can have everything in life you want, if you will just help other people get what they want. —Zig Ziglar To get what we want in life, we all need to meet new people.
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The Network Effect
Networks are a major source of wealth creation. In the 20th Century, hierarchical companies dominated the economic landscape.
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The Blind Spot that Could End It All for Your Business
As trusted advisors, we often learn that many entrepreneurs are running their business cash on cash. It might surprise you to learn that the financial aspects of their business are often in shambles for most “successful” entrepreneurs.
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Why Financial Statements Are Important?
Financial management is critical to the ongoing health and vitality of a business. Financial statements are the vital life signs that tell how the business is doing.
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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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