Professional Development
Resources to sharpen your skills, expand your knowledge, and accelerate personal and career growth.
The Emotional Side of Client Service
In addition to providing a solution to a client's personal or financial problem, how do you think your company's products and services impact that person. You may think that a friendly demeanor or taking the time to meet with a...
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Unify Philanthropic and Marketing Efforts
Philanthropy is traditionally viewed as a selfless pursuit, but that does not preclude your company from taking advantage of the positive publicity or influence generated by charitable efforts. As I wrote in " Business Philanthropy Comes in Many Forms ,"...
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Recognize and Avoid Common Client Service Errors
Not only must you take care of all the details behind the scenes to ensure they receive their products - by facilitating services and keeping operations running smoothly - but you must also tend to the details and presentation to...
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Boost Leads, Reputation with Seminars and Content
When it comes to interacting with companies, it appears that consumers are starting to evolve their preferences and their processes for deciding which organizations to do business with. No longer do they wish to be engaged only when it is...
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A Referral Process Can Expand Your Circles of Influence
Recommendations, referrals, and introductions from the clients you currently serve can significantly impact your circles of influence. v=K1jSAN25rhg Because referred prospects are typically in the same social or financial groups as your existing clients, the practice of gaining introductions can...
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Deliver Common Services in an Uncommon Manner
Although they may not realize it, the majority of companies are actually in the industry of client service - in comparison, their product offerings and sectors are minor details. The level of service that is offered in the forms of...
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Get Social
Businesses are learning that training in how to use online networks is a great asset in marketing their services, creating client capital, and expanding their spheres of influence. A presentation from Radian 6, a social media monitoring company, outlines some...
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Building the Business With New Clients
Sometimes it can feel like you are just racing in place with your business - that the office is the one running you, rather than the other way around. Stopping for even a minute to catch your breath would mean...
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Client Experience: It's The Little Things That Count
Think back on your own experiences as a consumer, a client, a patient or a restaurant patron. Which establishments and companies stick out in your memory.
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Researching and Contacting Prospects Through Social Media
In addition to providing a venue for you to position yourself and your employees as experts in your field (through articles on blogs or periodic newsletters), social media can also help you acquire new clients - a key requirement for...
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Diversifying Products to Improve the Client Experience
In business, staying the same in terms of services offered, who you market to and how you operate doesn't enable you to maintain your position - it only means you'll get left behind. When it comes to client experience, constantly...
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Using Social Media to Build Your Brand
Developing a pipeline of potential leads that can result in a client relationship is one of the main methods of building and expanding a business. However, without a clear definition of what your company is and what it is trying...
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Obtain and Use Client Feedback
Client experience is important in many industries, but for financial advisors, having the trust of your clients is vital. Without a strong client-advisor relationship, how can you build your client capital and expand the business.
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Pick Your Platform: Social Media Marketing
As an entrepreneur, you likely have more titles than you know what to do with. Not only are you managing your clients and the delivery of your products and services, but you may also be the HR manager, the chief marketing officer and the rainmaker.
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Identifying Client Experience Blind Spots
Acquiring new clients is a key part of building your business, but that should not come at the expense of retaining and deepening ties with the clients you already have. These existing connections are often the secret to networking -...
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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
Download Our Free Starter Kit
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