Are You a Business Owner? Here Are 2 Key Issues to Consider
If you are the owner of a business, there are two issues to consider about your role. 1. The time frame or time span within which you think and plan for the
Leadership Takes Many Forms
Leadership is the ability to set a direction and coordinate the actions of others in implementing what is required to realize your goal(s). Dean Harder is a long time Covenant Group client.
Why You Need to Put Your Life First
For much of our adult life, we spend more time at work than in any other area of our lives. As a result, we often plan our life around our
Generosity of Spirit – A Defining Characteristic
Helping people is at the core of everything Murray Neilson does. A value is a thing or condition people act upon to get and to keep. A value is a vector, a
Lessons From the Man Who Helped Make Micheal Jordan
TUESDAY, NOVEMBER 9, 2021 | 12:00 PM 1:00 PM Recognized as the most influential agent in NBA history, David Falk is known for his brutal honesty and candor. As someone who
Word of Mouth is the Most Powerful Form of Marketing
How do you become known? In a digital world, what is marketing? Most people view marketing as a cost. A good approach to marketing starts with the impact you make on
The Network Effect
Networks are a major source of wealth creation. In the 20th Century, hierarchical companies dominated the economic landscape. The classic example was the automotive industry. Henry Ford redefined wealth creation
Why Financial Statements Are Important?
Financial management is critical to the ongoing health and vitality of a business. Financial statements are the vital life signs that tell how the business is doing. It is important for
Building Your Brand – Mastering The Power of Attracting Your Clients
WEDNESDAY, JULY 14, 2021 | 12:00 PM 1:00 PM Traditionally, we pursued prospects and converted them to clients. Today, high performers master the power of attraction.In building your brand, you have
The Drive To Excel
WEDNESDAY, JUNE 30, 2021 | 12:00 PM 1:00 PM What motivates someone who has built an eight figure financial advisory firm to continue growing? John Nicola, the founder and CEO of Nicola
Resilience and Family Business
WEDNESDAY, JUNE 16, 2021 | 12:00 PM 1:00 PM Michelle leads Deloitte Canada’s Family Enterprise Consulting practice, working with family businesses, family offices and wealthy families on issues of governance and
The Changing Financial Advisory Practice
WEDNESDAY, JUNE 2, 2021 | 12:00 PM 1:00 PM Protecting families is the main reason Terry Zavitz loves insurance. After 37 years in the business, Terry knows that disability and life
Lessons from a Hall of Fame Entrepreneur
WEDNESDAY, MAY 19, 2021 | 12:00 PM 1:00 PM Ian Telfer is a Canadian executive and philanthropist who is known for his strategic business success in the mining and resource sector.
Leading From Anywhere
WEDNESDAY, MAY 12, 2021 | 12:00 PM 1:00 PM One of the world’s leading business thinkers, David Burkus’ forward-thinking ideas and bestselling books are helping leaders and teams do their best
Building Your Business – Designing the Business that Is Right for You
WEDNESDAY, APRIL 21, 2021 | 12:00 PM 1:00 PM If building a successful practice or business and finding fulfillment for you and the people you care about interests you, this is
The Secret Sauce of High Performing Advisors
WEDNESDAY, MARCH 10, 2021 | 12:00 PM 1:00 PM You’ve begun thinking about how to take your practice to the next level and you’re curious about how others have built high
Building Relatability in a Virtual World
WEDNESDAY, FEBRUARY 24, 2021 | 12:00 PM 1:00 PM We get it. Today's clients are not just distracted, they are also distant and distressed. So how do you get them to slow
Sales Enablement in a World of Conversational Selling
WEDNESDAY, FEBRUARY 10, 2021 | 12:00 PM 1:00 PM Do you feel like you are often missing the data or resources you need for your sales conversations? This is where sales
Community Engagement – Ted Oyler Story
Helping people thrive is at the center of everything that Ted Oyler does. Ted has been a Covenant Group client since 2008. Over the years, we have seen Ted grow personally and
Entering The World of Conversational Selling
WEDNESDAY, JANUARY 27, 2021 | 12:00 PM 1:00 PM Join The OYRI Group Founder and President Dean Harder as he explores his unique approach to Conversational Selling. He will share how
Women, Wealth, and Worth: A Conversation with Ande Frazier
WEDNESDAY, NOVEMBER 18, 2020 | 12:00 PM 1:00 PM Author and behavioral scientist Ande Frazier will provide us with insights into the future of the financial services industry. Women play a
Conversational Selling Matters More than Ever
Conversational Selling is about a lot more than good conversations, whether in person these days or on Zoom. Why? What's different about conversational selling in today's virtual world? I started in
How Do You Get To Yes Faster? – [Watch Recording]
WEDNESDAY, NOVEMBER 4, 2020 | 12:00 PM 1:00 PM Learn to design your conversations to close sales faster. You don’t have the luxury of time and neither do your clients. In today’s
Bulletproof Your Business with a Balanced Client Mix
WEDNESDAY, OCTOBER 21, 2020 | 12:00 PM 1:00 PM Dennis Serre cofounded Serre Financial with his wife Lisa. Together they have built a resilient business with a unique business model. Their