Sales & Client Relationships
Master the art and science of selling, from building trust to closing deals, while strengthening long-term client loyalty.
Invest in Client Experience Innovations to Reduce Losses
Entrepreneurs in all industries have many obstacles to overcome in the early years, before the business is stable enough to compete with larger market leaders. One way to gain a quick competitive edge over other companies is to develop a...
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Create a CRM Checks and Balances System
A business that does not have an organized system of checks and balances can suffer. Without oversight of employee activities, one-time errors can grow to become bad habits that taint the company's reputation or bring on far-reaching consequences.
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Webinars Can be Beneficial, If Done Right
Live sessions can be a fantastic channel for connecting with potential and existing clients and demonstrating your business' expertise in a certain area. Technology has become more user friendly, and there are a host of platforms, such as Shindig, SlideShare,...
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Ensure Your Social Media Strategy Takes LinkedIn's Latest Changes Into Account
While many entrepreneurs focus their marketing and branding efforts on popular social media platforms such as Facebook, Google Plus and Twitter, they often neglect sites like LinkedIn. However, this social media channel can have tremendous branding power and offer business...
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Don't Sell: Educate and Inform Your Prospects
The client acquisition process is about helping your prospect buy rather than selling them a product or service, but many people in the business of sales tend to forget that. A salesperson's chief responsibility is not to hit his or...
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Watch How Your Clients Change and Evolve With Them
Clients, for better or worse, are constantly evolving. They will change their priorities, their preferences and their expectations.
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Prove CRM is a Priority Every Day
Many businesses pay lip service to the idea of putting their clients at the center of everything they do. But how many actually follow through with that concept.
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Blending the Art and Science of CRM
Most entrepreneurs understand that there are (sometimes conflicting) scientific and emotional elements to running a business. Blending the uniform components of running a company - administrative, sales, marketing - with the more artistic, subjective ones - client relationships, engaging prospects - can be a challenge.
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Don't Use Technology as a Service Crutch
In a hyperconnected world, we're in danger of using technology as a crutch and an excuse not to connect with clients in the meaningful ways we once did. At The Covenant Group, we all discuss the importance of delegating to...
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Understand your Clients' Problems Before Offering a Solution
When attempting to provide a client with a new financial product, it is important for advisors to realize that they are offering a solution to a challenge or problem, rather than simply a way to increase a client's earnings or...
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Salvaging the Client Relationship
There are bound to be instances when a client is unhappy with the product, service or experience when interacting with a business. Yet when clients voice their displeasure with your company, that does not mean the relationship is doomed to...
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Are You Using Periodic Reviews to Secure Client Capital?
The most valuable business opportunity for you this year can be found with your existing clients. Because you have already succeeded in converting existing clients, a major portion of the marketing process has been completed.
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Even as You Grow, Maintain Small Business Customer Service
While it's the mission of virtually every entrepreneur to grow his or her business, getting bigger doesn't mean you have to abandon some of the best characteristics of smaller organizations. What's the source of your loyalty - the product offerings...
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Are you the Apple of Financial Services? Part Four
Here at The Covenant Group, we value our client relationships just as our clients do theirs. We spend a lot of time thinking about how we support our clients, and in turn, the service lessons that our program participants can learn from us.
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Are you the Apple of Financial Services? Part Three
Apple's attention to detail is the stuff of legend. The technology itself is designed to be intuitive, with clean lines and a futuristic look.
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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
Are you a successful entrepreneur or executive looking to enhance your work and drive business growth?
Inside this kit, you'll gain instant access to three game-changing ebooks designed to help you optimize your workflow, enhance productivity, master the art and science of prospecting, and fuel your business growth.
