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

Making Family Philanthropy Work
In my work with high net worth families, philanthropy can be one of the great positive experiences they share together. When done well, these families lever their philanthropic engagement to both impact the world and develop their family’s competence and connection.
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Build Your Personal Brand on LinkedIn Part 3: Engage with Your Connections
Engaging with your connections will help build your personal brand on LinkedIn and enhance your network. If you build a large and smart LinkedIn network and never engage, it is the equivalent of compiling a rolodex and never reaching out to anyone.
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Visual Thinking for Business
Visual thinking is way to organize and work with your ideas creatively, leverage both your left and right brain, and communicate more effectively. Because it appeals to all learning styles: Visual (of course.
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Three Types of Conversations
Most entrepreneurs understand the importance and value of obtaining introductions. However, many of them do not have a process or methodology that generates a consistent stream of quality prospects.
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Growing Your Business through Service Excellence
It is the business builder who realizes that she is not only selling a product or service to clients, but is also working to deliver an exceptional client experience. However, your primary role inside the business can sometimes distract you...
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The Basics of Email Testing
Email marketing can be a successful business builder , especially when it's done right. Even though email blasts seemed as though they fell out of favor in recent years, a new report shows they are actually an effective way for...
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Build Your Personal Brand on LinkedIn Part 2: Build a Smart Network
Once you've built a completely optimized profile , it's time to build a smart network. But how can you build a smart LinkedIn network.
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Articulate Your Business Plan to Achieve Success
In our society, the most valued work is that which relates to strategy. CEOs of the largest corporations earn more than professional athletes and entertainers.
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Build Your Personal Brand on LinkedIn Part 1: Brand your profile
Your personal brand is everything you do to promote yourself and build your reputation. There are literally thousands of personal branding activities you can engage in every day that will help in building your business.
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Recruit the Right People
“In learning you will teach and in teaching you will learn” Phil Collins, Genesis A number of years ago Sun Life Financial entrusted me with the responsibility of growing the vast region of Western Canada, literally from scratch. Under the...
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Communication is the Key to Achieving Results
I recently came across John Hamm’s article on The Five Messages Leaders Must Manage. It highlights the value of clear communication in driving results in your business.
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Leadership vs. Management
Is a good manager automatically a good leader or vice versa. Yet so many people continue to question the difference between leadership and management.
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Start to Experiment with LinkedIn
We are spending a growing amount of time online each day, with total hours spent online via PCs, laptops, and mobile devices growing from 5. 15 in 2014 according to the GlobalWebIndex (GWI).
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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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