Business & Financial Management

Practical tools and strategies for managing operations, resources, and finances to build sustainable, profitable enterprises.
January 31, 2019
Business & Financial Management
Why Coach On The Go™
It is often easy to get excited about an idea. However, successful entrepreneurs differentiate themselves through their ability to put good ideas into action.
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January 24, 2019
Business & Financial Management
Why Your Team Building Activity Was Probably a Waste of Time
Have you ever asked someone to come in and do a team building workshop for your team. Recently, a client called and asked, "I want to do a team building session with my team next week.
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June 2, 2017
Business & Financial Management
Leadership Lessons from Elon Musk
Elon Musk is one busy man working to tackle some extremely ambitious projects. At this year’s TED Conference in April, Musk spoke of some ideas that are the focus of his efforts these days, none of which are simple: 3D...
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May 31, 2017
Business & Financial Management
What Makes a Great Leader
The topic of leadership has been written about countless times, yet so many of us get it wrong. We often read descriptors like “a Sheppard herding sheep” to describe leaders.
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March 17, 2017
Business & Financial Management
Creating Smart Goals for Entrepreneurs
Is your workflow management helping you to meet your objectives. While entrepreneurs like to think they operate like well-oiled machines 24 hours a day, and some might, there are often areas of operations that fall behind in speed or accuracy,...
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March 1, 2017
Business & Financial Management
Mastering the Art of Persuasion
The art of persuasion needs to be mastered by business owners. Entrepreneurs who are able to employ the art of persuasion may find it easier to receive financing, ensure new clients understand their value proposition, get better deals and form...
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August 30, 2016
Business & Financial Management
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. Setting aside time now to engage in a strategic planning...
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April 1, 2016
Business & Financial Management
Mindfulness Meditation and Presence
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 physiology.
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March 31, 2016
Business & Financial Management
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 as mindfulness as a prerequisite for success. Previously I have...
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December 23, 2015
Business & Financial Management
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 both impact the world and develop their family’s competence and connection.
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August 28, 2015
Business & Financial Management
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.
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July 1, 2015
Business & Financial Management
Communication is the Key to Achieving Results
I recently came across John Hamm’s article on The Five Messages Leaders Must Manage. It highlights the value of clear communication in driving results in your business.
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March 27, 2015
Business & Financial Management
Mindfulness: The X-Factor of Elite Advisors
Life is often unpredictable and everyone has an occasional bad day. Bad days and negative emotional reactions happen to the best of us, from financial advisors to hedge fund traders.
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March 27, 2015
Business & Financial Management
Mindfulness Meditation and Brain Function
We have all heard that Mindfulness Meditation is good for us. How can sitting down and focusing on our breath change our brain for the better.
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July 22, 2014
Business & Financial Management
3 Myths Entrepreneurs Should Avoid
As an entrepreneur, it's difficult to tell what's sound advice and pure myth. In the face of starting a new company, it's completely understandable to be unsure of every decision, especially if you're establishing a new business for the first time.
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David Sung CFP CLU RHU
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“The Covenant Group has helped focus our business development strategy and provided quality leadership advice that has been very useful to me as an entrepreneur. Not only am I certain that we wouldn't be where we are today without them, I am even more certain that VELA's future wouldn't be as incredibly bright as it is without their guidance.”

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"The Covenant Group team bring an unusual combination of deep industry knowledge and proven business-building fundamentals along with an eye toward innovation and the best practices of driving growth in the new digital economy. They truly care for your success, and it shows in the value they deliver."

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President & CEO, North America, Horton International

"The Covenant Group has a proven program that will help us grow. Any company looking to take the next step in its development should be involved in The Business Builder."

David Sung, CFP CLU RHU
President, Nicola Wealth Management

"I have interacted with other coaches previously, and I find The Covenant Group to be the most value added by a significant margin."

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Managing Director, Graystone Consulting of Morgan Stanley
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