Learn to Prioritize Your Clients
Do you find yourself constantly scrambling just to keep up with all of your clients? Does it seem as though you're fighting (and losing the battle) to deliver the level
Category
Entrepreneurship
Turn Your Marketing Into Lead Generation
Yes, marketing is an essential part of running a business and entrepreneurs should be sure to integrate marketing efforts into all other aspects of the company to effectively build a brand. Buying
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
In Building a Dynasty, Seek Respect, Not Friends
Laying the groundwork for succession requires a lot of planning, grooming and ensuring that the next person to take the reins will be capable and prepared for running the firm.
Using Pinterest to Build Your Brand
Often, entrepreneurs and professionals shy away from social networks as a means of promoting their businesses because they are unfamiliar with the technology or think that it only exists for
Prepare for Retirement on Time
Financial advisors have an entrepreneurial spirit: They are independent, ambitious and determined. Often, that ambition extends not only to their professions, but also to how they want to live their
Become a Millionaire Advisor
Jennifer is an advisor in her 20s. Recently, I asked her: “How much will you be earning ten years from now?” Jennifer quickly responded: “At least, $1,000,000.00.” Given a ten
How Has Your Business Evolved?
The Covenant Group's Business Builder programs demonstrate the importance of building your business. Not only in regards to growing your client list and revenue, but also professional growth - adding
The Common Denominator of Success
Over the last 30+ years, The Covenant Group has had the privilege of educating and coaching thousands of entrepreneurs. The highest performing entrepreneurs have only one common denominator of success
The Power of Self Awareness
I often encounter entrepreneurs who tell me they could achieve greater success in their careers, but they don’t want to sacrifice balance in their lives. What they seem to be
Building a World Class Financial Advisory Firm
Financial Services is a relationship business. The bond between a financial advisor and a client is very personal. The challenge for financial advisors is to extend that relationship of trust
What Is Strategy?
Recently, I met with a very successful business owner who told me that his strategy for growing his business was to get referrals from satisfied clients and centres of influence.
From One Generation To The Next
We first met Norm when we launched our Practice Development Program sponsored by Great West Life. Norm was one of 32 qualifiers who signed up for the program. In our
Lessons My Father Taught Me
The death of a parent is a defining moment in our lives. My father died in March. I was conducting a workshop in Des Moines, Iowa for a group of
The Second Principle of Entrepreneurship
The first principle of entrepreneurship is Optimization i.e. always working at the highest level of your capabilities. For some entrepreneurs, the obstacle to optimizing is a mindset – a mindset that has them playing what
The First Principle of Entrepreneurship
Entrepreneurs want to make a difference in the world. However, there is a fundamental distinction in the way in which entrepreneurs operate. That distinction is grounded in the difference between
Lessons from Costa Rica
For the last 11 days, I have been in Costa Rica with my wife, Wendy. We came here as guests of Sun Life of Canada. I had a speaking engagement
The Most Important Word in Business
When I give a presentation, I often start out by asking the audience the following question: “If you had to choose one word that is critical to the success of
The Entrepreneur as Achiever
Throughout history, human behaviour has been informed and influenced by archetypes. The Oxford dictionary defines archetype as: (1) original model, prototype; and (2) typical specimen. For centuries, philosophers, and, more
Lessons My Mother Taught Me
My mother died recently, only ten months after my father passed away. The depth of my grief seemed overwhelming. Taking the time to mourn is important. With my dad, I
From Art to Science. . .
What does it take to build a sustainable business? For Don Leitzell, it was the ability to combine the art and science of business building. Don started his financial services
Lessons From India
I just returned from a ten day business trip to India. During my trip, I learned many lessons about life, business and people in India. Hopefully, you will find these
Elements of a Business Plan
Entrepreneurs start a business to fulfill a purpose that has meaning for them. The business becomes an instrument for the entrepreneur to do what s/he wants to do. Your business plan
Four Systems To Build Your Business
Webster’s Dictionary definition of system includes: “a method or plan of classification or arrangement; an established way of doing something; method; procedure etc. There are four systems capabilities that are integral if