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
Prepare Yourself for the Post-Pandemic Shift
I’m afraid my children will remember COVID-19 as one of their favorite times because Dad was home. The statement above is etched in my mind as one of the stand-out moments of
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
Six Counterintuitive Ways of Achieving Your Goals
Goal setting is arguably the most important part of success. When we set goals, however, we often leave out the most crucial part—the process. Most of us don’t achieve most
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
Why Sales Is Not a Dirty Word?
For many, sales and acts of selling feel slimy. They imagine the stereotypical used car salesman. Other times they think of con artists like the one featured in The Wolf
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
Conversations Create The Future
WEDNESDAY, OCTOBER 7, 2020 | 12:00 PM 1:00 PM According to communications scientist Haesun Moon, conversations have a major effect. Yet few of us are intentional about our conversations. At The
Four Considerations for Working in a Remote World
Imagine walking through the streets of London at 11 o’clock in the morning. You look up at the towering buildings and they’re empty. They’re so empty you feel it. You
High Impact Habits
WEDNESDAY, SEPTEMBER 23, 2020 | 12:00 PM 1:00 PM Celebrity performance and lifestyle coach Marcus Mackay provides us with the framework to Thrive in Life in a Body You Love. In this
How Do You Up Your Game?
WEDNESDAY, SEPTEMBER 9, 2020 | 12:00 PM 1:00 PM Most practitioners focus on technical competence. While that’s essential, it’s not alone what makes a high performer. Those who become high performers
Curate Your Tribe
Each of us has a circle of trusted friends we turn to for advice. We all belong to at least one tribe. In our experience, high performers who are both
How to Thrive in Business and in Life
Networks are a primary source of wealth creation. How do you build a network that allows you to thrive in business and in life? Let me give you an example of
A Simple Question that Can Help You Get Unstuck
“What are you pretending not to know?” “I need to replace Nicole and Seth,” Bill said, without hesitation. With that, Bill articulated something he said he had known for two years. He
Small Screen, Big Impact: How To Design and Deliver a Powerful Presentation in a Virtual World
WEDNESDAY, JUNE 24, 2020 | 12:00 PM 1:00 PM If you're giving client presentations or webinars these days, you may be finding that what rocked in person doesn't quite work on
How “Inner Agility” Powers Your Infinite Game
WEDNESDAY, JUNE 17, 2020 | 12:00 PM 1:00 PM The world is experiencing one of the most transformative moments in the last 75 years. A “business as usual” or “wait-and-see” approach
How You 10X Your Business
WEDNESDAY, JUNE 10, 2020 | 12:00 PM 1:00 PM Over the last five years, Jason Boudreau has grown VELA Wealth 10X. His organization has grown from one and a half to
Creating Client Capital
For every business, large or small, one of the most important measures of business success appears nowhere on their Balance, Sheet, Income Statement or Cash Flow Statement. It is Client Capital. For
Baking Your Values into Your Business Helps You Bounce Back from Adversity
I was sitting in my new favorite coffee shop, Tampered Press, when the ambient noise typical of such a place was broken by a patron who was very upset with the
Client Satisfaction Is NOT the Most Important Measure
Recently, I took my car in for service. Afterwards, I was asked to complete a Client Satisfaction Survey. For any business, feedback with regard to how satisfied clients are with