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
How To Assign Tasks Effectively & Be a Successful Business Builder
The following is based on one of The Covenant Group’s clients, Robin Froner. All of the names and telling details have been changed to preserve client privacy.
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The Mental Hijack Affecting Your Performance
Recall a time when you have attended a presentation and thought "I get that. " Then, after hearing the speaker, you try to relay the content to a colleague or a friend only to realize that you strugle to articulate the full message.
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What Business Leaders Can Learn From The Age of Antarctic Exploration
I was recently reminded a great historical tale. In 1911, two explorers, Amundsen and Scott, embarked on a race against each other to become the first known human being to set foot upon the southernmost point of Earth.
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Why Practice Development and Business Planning Are Essential For Success as a Financial Advisor
Lets examine why practice development and business planning have become so important for success in today's environment. Over the last 30 years there have been three paradigms that have dominated in financial services: sales, marketing and business.
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Why Coach On The Go™
It is often easy to get excited about an idea. However, successful entrepreneurs differentiate themselves through their ability to put good ideas into action.
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Why Your Team Building Activity Was Probably a Waste of Time
Have you ever asked someone to come in and do a team building workshop for your team. Recently, a client called and asked, "I want to do a team building session with my team next week.
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Create an Effective Job Description
Many entrepreneurs find it difficult to prepare and present an effective job description. However, if you are clear about the purpose of a role and what you expect of the person in the role, you will find that the most...
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A key factor in preparing for growth
Mentoring programs can play an essential role in preparing a company for growth. If an entrepreneur isn't helping employees develop in their roles, there may be no qualified and capable staff members to help the company grow once business picks up.
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What high performing teams do right
When Google’s People Operations team set out to understand how they could build the perfect team. They identified psychological safety as the single most important pattern of high-performing teams.
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Are you a Fox or a Hedgehog?
“The fox knows many things, but the hedgehog knows one big thing. ” -Archilochus I first heard of this quote from the podcast Hidden Brain and it got me thinking about different types of strategic thinking.
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Develop Your Digital Leadership
Unless you were born in the 1990s, you are most likely a ‘digital immigrant’ - someone whose ability to use a smartphone, tablet or interact via social media networks does not come as naturally as it does for digital natives....
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Redefining Performance by Delivering a Great Client Experience
Intuitively, most people recognize the value of a great client experience. Brands that deliver them are ones that we want to interact with as clients — that we become loyal to and that we recommend to our friends and family.
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Leadership Lessons from Elon Musk
Elon Musk is one busy man working to tackle some extremely ambitious projects. At this year’s TED Conference in April, Musk spoke of some ideas that are the focus of his efforts these days, none of which are simple: 3D...
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What Makes a Great Leader
The topic of leadership has been written about countless times, yet so many of us get it wrong. We often read descriptors like “a Sheppard herding sheep” to describe leaders.
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Creating Smart Goals for Entrepreneurs
Is your workflow management helping you to meet your objectives. While entrepreneurs like to think they operate like well-oiled machines 24 hours a day, and some might, there are often areas of operations that fall behind in speed or accuracy,...
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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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