Sales & Client Relationships
Master the art and science of selling, from building trust to closing deals, while strengthening long-term client loyalty.

Serving Your Clients Through Multiple Channels
Communication is the focal point of customer service, and a failure to talk with the clients you serve is essentially a guarantee that the relationship will be shallow and short-lived. Research has indicated that people are integrating more technology when...
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Engendering and Honoring Client Trust
Trust is the foundation of a financial advisor's relationship with his or her clients. Without it, how can you build a long-lasting connection and deliver advice and guidance that will help people achieve their personal and financial goals.
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Make Yourself Relatable
It's a common theme in sales industries: No one likes to be sold, but everyone likes to buy. As a business owner, how can you be successful in acquiring clients without making meetings feel like a sales pitch.
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Have You had a Customer Service Audit?
Actively managing relationships with clients is essential to keeping them. It can also aid in your sales efforts by building the reputation that your company takes care of those who do business with it.
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Consistent Contact Keeps Loyalty Strong
Technological developments and globalization have enabled every industry to expand beyond its regions and acquire clients across the world. Yet long-distance relationships can be trying, making the challenge of maintaining loyalty even more difficult.
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Building Trust After the Sale
At The Covenant Group, we work with entrepreneurs to teach them how to build trust and client capital at every stage of the relationship. This is needed not just during the business development and sales cycles - which include setting...
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Go Further Than Marketing With Social Service
Gradually, the financial services industry is starting to warm up to social media and its applications for marketing. However, the social media platforms that you use to connect with prospects can also be applied later in the sales cycle, when...
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Customer Service and Big Data
Delegating to technology is a central feature in The Covenant Group's program. Ongoing investments in your business are necessary to help it expand and grow.
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Measure Satisfaction & Shore up Service Value
One of The Covenant Group's teachings is about the importance of developing a service plan to maintain a strong relationship with your clients after you have made the initial sale. Often, entrepreneurs are stuck in the mode of salesperson.
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Delegate to Technology to Improve Client Relationships
Social media websites have given consumers a voice and power previously limited to corporate public relations departments and major news organizations. Now, anyone with an internet connection can share a positive or negative consumer experience with the entire world.
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Dripping On Your Pipeline
Have you ever seen the impact a leaky faucet can make on a bar of soap. After a while, the small drops of water can leave a significant dent in the soap bar.
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Continue Adding Value to Client Relationships
Do not view a sale as the end of the service process. As soon as someone agrees to become your client, you must transition from the role of salesperson to client service manager.
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In Client Service, Silence is Not Golden
When you have a good rapport with your clients, it can be easy to assume that they'll talk to you about anything, and that they wouldn't hesitate to contact you if there were a problem. In reality, the volume of...
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Simple Steps to Improve Service
With financial services, success usually means a series of steadily increasing numbers. Gauging a financial advisor's performance when it comes to client satisfaction can be much more difficult.
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Build a Story Around Customer Service
Entrepreneurs, especially when first starting out, hold several titles - not only are they salespeople, they are often in charge of marketing and customer service as well. After the sale is closed, it's necessary to nurture the relationship and deepen...
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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
Trusted by industry leaders around the world














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