Business & Financial Management
Practical tools and strategies for managing operations, resources, and finances to build sustainable, profitable enterprises.
With Younger Clients, Social Trumps the Business Card
A key part of building your brand is learning how to integrate technology and social media into your marketing strategy. Since most people's primary source of information is the internet, if you don't have some presence online, many potential clients...
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Tips for Email Marketing
In a sales meeting, it's important to earn permission before proceeding to the business proposition, and that same sentiment applies to email marketing. Deborah Shane writes for Small Business Trends and highlights that entrepreneurs can establish trust as they build...
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Consider Social Sites That are Off the Beaten Path
The only way to build your business is to tell people about it, and online social networks are presenting more opportunities for marketing and connecting with clients with greater reach and frequency. Some entrepreneurs may assume that their companies could...
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In Building a Dynasty, Seek Respect, Not Friends
Laying the groundwork for succession requires a lot of planning, grooming and ensuring that the next person to take the reins will be capable and prepared for running the firm. Indeed, it's never too early to start preparing for this stage.
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Using Customer Service as a Marketing Tool
Never underestimate the power of a client recommendation. When the people with whom you've built business agreements trust you enough to not only continue the relationship, but suggest that their friends and associates do the same, entirely new markets and...
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Using Pinterest to Build Your Brand
Often, entrepreneurs and professionals shy away from social networks as a means of promoting their businesses because they are unfamiliar with the technology or think that it only exists for communicating with friends and family. On the contrary, ehe wide...
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Prepare for Retirement on Time
Financial advisors have an entrepreneurial spirit: They are independent, ambitious and determined. Often, that ambition extends not only to their professions, but also to how they want to live their personal lives.
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Marketing Through Facebook
If you're new to using social media for business purposes, the idea of connecting with colleagues, clients and prospects and marketing your firm through online networks can seem daunting. Luckily, Facebook recently released a new guide listing some of the...
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Podcasts as a Marketing Tactic
With everyone from teenagers to high net worth individuals becoming voracious consumers of social media and digital content, it is important to reach out to existing and prospective clients through the channels they use to access information. In your business...
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Maintaining Compliance and Embracing Social Media
Fears about falling out of compliance due to a social media program may be one of the reasons that some professionals have avoided the networking websites as a means of marketing themselves and building client capital. However, from one-person firms...
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Become a Millionaire Advisor
Recently, I asked her: “How much will you be earning ten years from now. ” Given a ten year time frame, most advisors state that they expect to earn in excess of one million dollars.
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How Has Your Business Evolved?
The Covenant Group's Business Builder programs demonstrate the importance of building your business. Not only in regards to growing your client list and revenue, but also professional growth - adding more products to your value offerings, developing expertise and constantly...
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The Common Denominator of Success
Over the last 30+ years, The Covenant Group has had the privilege of educating and coaching thousands of entrepreneurs. The highest performing entrepreneurs have only one common denominator of success that I have been able to identify: they all see the greatness in others.
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The Power of Self Awareness
I often encounter entrepreneurs who tell me they could achieve greater success in their careers, but they don’t want to sacrifice balance in their lives. What they seem to be saying is that success comes at too high a price.
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The Power of a Multigenerational Strategy
Frank could make a lot of money as an advisor, but only for stretches at a time. Periods of prosperity in his business sandwiched droughts, sometimes lasting weeks or months.
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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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