Engage Employees in the Planning Process to Drive Results
At this point in the year, we should be slowing down and carving out time to engage in a strategic planning process for the year ahead. This process should involve reflection on
8 Best Practice of Leveraging Social Media #2
#2 Know Your Audience Social media marketing starts with people. To be successful on social media you have to know who it is you want to have a conversation with so
Host an Event to Enhance the Client Experience
Are you looking for ways to engage your existing clients? Host an event! The benefit of an event is that it puts you in front of your ideal clients and
Differentiate Yourself through the Client Experience
Have you mapped the experience touch points your prospects and clients engage in as they move through your marketing, sales, and service phases? The starting point to mapping the client experience
Planning Checklist for Your Success
One of the key differentiating points between average and high producers we emphasize at The Covenant Group is the time frame or time span in which they think and work.
8 Best Practices Applied to Social Media #1
At The Covenant Group, we have developed The 8 Best Practices for high-performing salespeople to help entrepreneurs to build and grow their business. They are: Develop & utilize a planning processKnow
What happens when you unexpectedly lose a key staff member?
Preparing for potentially disruptive business events is key for any entrepreneur. But while plenty of business owners have emergency plans in place for when marketing tactics go awry or an
Lessons in Leadership – Applying Foley’s Law
A great friend and long time client, Pat Foley is a very effective leader and manger. He has developed a Theory of Management that has become known as Foley’s Law.
The Entrepreneur as Leader and Manager
Entrepreneurs are doers. One of the strengths of successful entrepreneurs is that they get things done. However, relying solely on our own capabilities is limiting. We only have so much
Avoid Irrelevance: Reinvent Your Financial Practice
Business school’s books and the internet are filled with examples of industries or companies that failed to heed the winds of change and now, they no longer exist. When my
Adapting to Disruptions
Today, we are hearing a lot about the rise of the “robo-advisor”— a self-service platform that give users a suite of investment tools for accessing and analyzing their financial information
Mindfulness Meditation and Presence
What is Mindfulness Meditation? Dan Siegal, a prominent psychiatrist and advocate of Mindfulness would say that mindfulness is being present without being swept up by judgements. Researchers have found that being present affects our
Mind Over Matter
As a performance coach in New York City to many competitive wealth managers and advisors around the world, I have become profoundly aware of the need for the skill known
To Whom are you Accountable?
Large, publicly traded corporations have regulators, as well as their shareholders, to hold them accountable to their performance and compliance. What about smaller firms? Who is ensuring that they engage
Making Family Philanthropy Work
In my work with high net worth families, philanthropy can be one of the great positive experiences they share together. When done well, these families lever their philanthropic engagement to
Build Your Personal Brand on LinkedIn Part 3: Engage with Your Connections
Engaging with your connections will help build your personal brand on LinkedIn and enhance your network. If you build a large and smart LinkedIn network and never engage, it is
Visual Thinking for Business
Visual thinking is way to organize and work with your ideas creatively, leverage both your left and right brain, and communicate more effectively. Why is it so powerful? Because it appeals to all
Three Types of Conversations
Most entrepreneurs understand the importance and value of obtaining introductions. However, many of them do not have a process or methodology that generates a consistent stream of quality prospects. In client
Growing Your Business through Service Excellence
What defines an exceptional entrepreneur? It is the business builder who realizes that she is not only selling a product or service to clients, but is also working to deliver an
The Basics of Email Testing
Email marketing can be a successful business builder, especially when it's done right. Even though email blasts seemed as though they fell out of favor in recent years, a new report shows
Articulate Your Business Plan to Achieve Success
In our society, the most valued work is that which relates to strategy. CEOs of the largest corporations earn more than professional athletes and entertainers. For entrepreneurs and executives, setting
Build Your Personal Brand on LinkedIn Part 2: Build a Smart Network
Once you've built a completely optimized profile, it's time to build a smart network. But how can you build a smart LinkedIn network? It doesn’t just occur naturally. Although LinkedIn attempts
Build Your Personal Brand on LinkedIn Part 1: Brand your profile
Your brand is you. Your personal brand is everything you do to promote yourself and build your reputation. There are literally thousands of personal branding activities you can engage in every day that
Recruit the Right People
“In learning you will teach and in teaching you will learn” Phil Collins, Genesis A number of years ago Sun Life Financial entrusted me with the responsibility of growing the vast