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

Community Engagement - Ted Oyler Story
Helping people thrive is at the center of everything that Ted Oyler does. Ted has been a Covenant Group client since 2008.
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Prepare Yourself for the Post-Pandemic Shift
I’m afraid my children will remember COVID-19 as one of their favorite times because Dad was home. The statement above is etched in my mind as one of the stand-out moments of 2020.
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Six Counterintuitive Ways of Achieving Your Goals
Goal setting is arguably the most important part of success. When we set goals, however, we often leave out the most crucial part—the process.
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Why Sales Is Not a Dirty Word?
For many, sales and acts of selling feel slimy. Other times they think of con artists like the one featured in The Wolf of Wall Street.
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Four Considerations for Working in a Remote World
Imagine walking through the streets of London at 11 o’clock in the morning. You look up at the towering buildings and they’re empty.
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Curate Your Tribe
Each of us has a circle of trusted friends we turn to for advice. We all belong to at least one tribe.
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How to Thrive in Business and in Life
Networks are a primary source of wealth creation. How do you build a network that allows you to thrive in business and in life.
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A Simple Question that Can Help You Get Unstuck
” “I need to replace Nicole and Seth,” Bill said, without hesitation. With that, Bill articulated something he said he had known for two years.
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Client Satisfaction Is NOT the Most Important Measure
Recently, I took my car in for service. Afterwards, I was asked to complete a Client Satisfaction Survey.
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Creating Client Capital
For every business, large or small, one of the most important measures of business success appears nowhere on their Balance, Sheet, Income Statement or Cash Flow Statement. For entrepreneurs, creating client capital is a fundamental pre-requisite for the success and sustainability of their enterprise.
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Baking Your Values into Your Business Helps You Bounce Back from Adversity
I was sitting in my new favorite coffee shop, Tampered Press , when the ambient noise typical of such a place was broken by a patron who was very upset with the owner. “You shouldn’t allow people like him in here.
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Gifts Hidden in Darkness: How Will You Be Remembered, Post COVID-19?
“Someone I loved once gave me a box full of darkness. It took me years to understand that this too, was a gift.
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How to Craft a Successful Value Proposition and Stand Out in Your Industry
To attract the right clients, high performers put a lot of thought into the Right Value Proposition. In communicating their Value Proposition, the starting point is understanding how people make decisions.
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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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