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
Mastering the Art of Persuasion
The art of persuasion needs to be mastered by business owners. Entrepreneurs who are able to employ the art of persuasion may find it easier to receive financing, ensure new clients understand their value proposition, get better deals and form...
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Improving Results by Setting Priorities
If it is important to you, you will find a way. If it is not, you will find an excuse.
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Engage Employees in the Planning Process to Drive Results
At this point in the year, we should be slowing down and carving out time to engage in a strategic planning process for the year ahead. This process should involve reflection on the successes, frustrations and failures of this year,...
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8 Best Practice of Leveraging Social Media #2
#2 Know Your Audience Social media marketing starts with people. To be successful on social media you have to know who it is you want to have a conversation with so you can nurture the relationship.
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Host an Event to Enhance the Client Experience
Are you looking for ways to engage your existing clients. The benefit of an event is that it puts you in front of your ideal clients and creates the opportunity for them to introduce you to new people.
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Differentiate Yourself through the Client Experience
Have you mapped the experience touch points your prospects and clients engage in as they move through your marketing, sales, and service phases. The starting point to mapping the client experience is answering the question: Who is your Right Client.
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Planning Checklist for Your Success
One of the key differentiating points between average and high producers we emphasize at The Covenant Group is the time frame or time span in which they think and work. Setting aside time now to engage in a strategic planning...
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8 Best Practices Applied to Social Media #1
At The Covenant Group, we have developed The 8 Best Practices for high-performing salespeople to help entrepreneurs to build and grow their business. They are: Develop & utilize a planning process Know your client Understand how people make decisions Help...
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What happens when you unexpectedly lose a key staff member?
Preparing for potentially disruptive business events is key for any entrepreneur. But while plenty of business owners have emergency plans in place for when marketing tactics go awry or an unexpected event significantly hinders financial capabilities, few prepare for the departure of critical employees.
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Lessons in Leadership – Applying Foley’s Law
A great friend and long time client, Pat Foley is a very effective leader and manger. He has developed a Theory of Management that has become known as Foley’s Law.
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The Entrepreneur as Leader and Manager
One of the strengths of successful entrepreneurs is that they get things done. However, relying solely on our own capabilities is limiting.
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Adapting to Disruptions
Today, we are hearing a lot about the rise of the “robo-advisor”— a self-service platform that give users a suite of investment tools for accessing and analyzing their financial information online. For some, it conjures up images of a future...
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Mindfulness Meditation and Presence
Dan Siegal, a prominent psychiatrist and advocate of Mindfulness would say that mindfulness is being present without being swept up by judgements. Researchers have found that being present affects our physiology.
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Mind Over Matter
As a performance coach in New York City to many competitive wealth managers and advisors around the world, I have become profoundly aware of the need for the skill known as mindfulness as a prerequisite for success. Previously I have...
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To Whom are you Accountable?
Large, publicly traded corporations have regulators, as well as their shareholders, to hold them accountable to their performance and compliance. Who is ensuring that they engage in equal hiring practices, run their accounting honestly, and give back to the community, all while reporting annual growth.
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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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