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
What Your Clients Value the Most
A client recently said to me, "I feel like I can tell you matters that are so private that I have not voiced them with my spouse/children/partners". "You never laugh at me, nor judge me or condemn me, and no...
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The Starting Point for an Effective Business Plan
Most entrepreneurs do not have a formal planning process; they operate their business informally and implicitly. In other words, they do not have a business plan that they can share with other stakeholders who contribute to the growth of their...
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Business Plan: How to Hit Your Target
These opportunities are beautiful shiny objects and, if pursued, they take the entrepreneur on a path to profitability or they derail them from it. When you are clear about your vision, mission, and the business opportunity, decision-making is easy.
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How to Build a Successful and Sustainable Business
In building a business, there are Four Cornerstones that represent the foundation of a successful and sustainable business. To build the business that is right for you, the following elements must be in place: Strategy is the clear plan of action to achieve your objectives.
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How Testing Assumptions Can Improve Performance?
The lowest load-bearing part of a building is usually referred to as the foundation. The foundation of a building determines the kinds of adversities a building can withstand.
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The Importance of Giving Back
A lesson I learned as a young life insurance agent was the importance of giving back. By word and deed, my managers, coaches and mentors instilled in me the value of making a difference in our communities, professional associations and charities of our choice.
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How We Should Think About Marketing & Sales
Many of us get an icky feeling when we think about marketing or sales. Yet we do marketing and sales all the time.
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4 Steps to Developing a Strategy for Creating Client Capital that Will Grow Your Business
The Oxford Dictionary defines marketing as “the action or business of promoting and selling products or services, including market research and advertising. ” We define marketing as all of those activities in which you engage to attract and retain clients/customers.
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What Is The Difference Between Networking And NetWeaving?
I have been involved in financial services for five decades. I was lucky enough to begin as a life insurance agent.
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Why Networking Shouldn´t Make You Feel Dirty
Many of us have negative feelings about networking. Studies have shown when we talk to people about networking before asking them to perform word completion tasks (for example S_ _ P or W_ _ H) they tend to come up...
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Building the Resilience to Transform Conflict
We encounter conflict as long as we are in relationships and have jobs, responsibilities, and tasks to be completed. It is time for us to recognize that conflict is not the problem; our response to it is.
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Intergenerational Wealth: Are You Yoking?
When we hear the term “Baby Boomers” our minds tend to be flooded with thoughts about succession planning and the so-called “Great Wealth Transfer”. What if I were to tell you the biggest succession opportunity for Baby Boomers and their...
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How to Focus in an Age of Distraction
High performing entrepreneurs and professionals distinguish themselves because they know how to focus and what to focus on. We are all busy, but we are not all similarly productive.
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What The Most Successful Business Owners Do in This Age of Distraction
My friend and client is a large general contractor/project manager in Ontario. He purchased a gristmill built in the 1860’s with the idea of converting it to condos.
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These 4 Simple Guidelines Can Transform Your Organization
There is a great story on business performance, from Harvard professors Donald Sull and Kathleen Eisenhardt who write and teach on strategy and decision-making. They tell the story of a private equity firm that bought a portion of a government...
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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
Trusted by industry leaders around the world
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