Be A Millionaire Advisor

Consider the reasons you decided to become an independent financial advisor. Did you want to be your own boss? Address a client need that you felt was going unfilled? Desire

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Make Your Client Feel at Home

Think about all the times that you have stayed at a hotel or dined at a restaurant. Which experiences stand out in your memory? What establishments have you decided to

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Being a Business Mentor

While being an entrepreneur requires staying abreast of the day-to-day happenings in your company, business owners have to look at the road ahead. This includes creating a strategy for how

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Delegate Effectively

Have you organized your staff in a way that allows them to work independently on projects and tasks while still delivering results that meet your expectations? Or do they regularly

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Reach Out Through Social

Financial services professionals and organizations have been reticent to reach out to and engage their clients through social media platforms. This may be partly due to compliance fears, although a

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Building an Organization

Employees who decide to start on their own entrepreneurial journey often try to do everything required in running a business while starting up. They are their own administrative assistants, as

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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. One of the newest tech

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