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
Mindfulness Meditation and Brain Function
We have all heard that Mindfulness Meditation is good for us. How can sitting down and focusing on our breath change our brain for the better.
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How High Performing Salespeople Persuade
Are there qualities or attributes that enable the high performing salespeople to be persuasive. I have only been able to identify one.
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Do You Assess Employees' Client Service Skills?
Entrepreneurs may be more focused on business building than they are employee development, but learning how to manage a team and help individuals grow is at the heart of creating a strong, skilled, and sustainable organization. Conducting periodic employee performance...
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Identifying A Target Market Part Two: Optimize Market Awareness
Every business plan must include specific details and decisions that ensure communications and marketing strategies reach a target market to drive strong sales and long-term sustainability. If an entrepreneur fails to define the target market early on, there is an...
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Partnering for Success
Vince D’Addona has given a great deal of thought to answering three important questions in building his business: Who is the Right Client. What is the Right Exchange of Value (Right Price).
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Identifying A Target Market Part One: Know Your Ideal Client
One important component to a strong business model is not only identifying what the offering will be, but also who the product or service is most directly geared toward. Understanding who the target market is from the start will help...
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Client Engagement is Built on Trust
One of the distinguishing characteristics of Ellis & Associates Wealth Management, an investment advisory team with Richardson GMP, is the team’s commitment to Client Engagement. They recognize the difference between an engaged client and one who is satisfied.
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The Five Cs of Social Media Marketing
I was recently invited to give a presentation on Social Media Marketing to a group of Marketing Executives. Through my research and preparation for the talk, I learned from an Ipsos Global Study that the average online American spends 2...
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The Planning Process in Action
Over the last five years, Guilfoyle Financial has evolved from a team of five to twelve and experienced revenue growth of 300%+. The company is a true multi-generational success story.
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Help Employees be more Effective Sales Managers
Most entrepreneurs want to grow their businesses from within, particularly if they have strong employees who have been with them from the very beginning. Promoting existing employees who understand the company and know what works can help teams achieve their...
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Social Media: Simple, But Not Easy
How can entrepreneurs in the financial services industry leverage social media effectively to contribute to their business. According to Scott Plaskett, CEO of Ironshield Financial, the attitude towards social media decides the altitude that can be achieved.
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Coping with Marketing Disruptions
Whenever a business implements a marketing strategy, it is always taking a risk. No initiative is guaranteed to perform well, regardless of the amount of market research and time that have been spent on the project before it launches.
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3 Myths Entrepreneurs Should Avoid
As an entrepreneur, it's difficult to tell what's sound advice and pure myth. In the face of starting a new company, it's completely understandable to be unsure of every decision, especially if you're establishing a new business for the first time.
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How Can Leaders Foster a Culture of Innovation?
You can't simply hire people and wait around expecting them to come up with creative business strategies. Sure, finding the right talent is part of the equation, but the next step is ensuring you provide an atmosphere and culture that fosters innovation.
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The Importance of Clarity in Financial Services
Do your clients have a complete and crystal clear understanding of their insurance policy. Given the way financial language has evolved, it's hard to fault clients for being in the dark about what their products actually cover, and this ultimately hurts client relationships.
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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
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