Professional Development
Resources to sharpen your skills, expand your knowledge, and accelerate personal and career growth.
Unlocking the Value of Social Technologies
There is significant opportunity for business to leverage social technologies. Social technologies, in their relatively brief period of time, have found favor with consumers faster than any previous technology.
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How High Performing Salespeople Persuade
Are there qualities or attributes that enable the high performing salespeople to be persuasive. I have only been able to identify one.
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Do You Assess Employees' Client Service Skills?
Entrepreneurs may be more focused on business building than they are employee development, but learning how to manage a team and help individuals grow is at the heart of creating a strong, skilled, and sustainable organization. Conducting periodic employee performance...
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Identifying A Target Market Part Two: Optimize Market Awareness
Every business plan must include specific details and decisions that ensure communications and marketing strategies reach a target market to drive strong sales and long-term sustainability. If an entrepreneur fails to define the target market early on, there is an...
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Partnering for Success
Vince D’Addona has given a great deal of thought to answering three important questions in building his business: Who is the Right Client. What is the Right Exchange of Value (Right Price).
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Identifying A Target Market Part One: Know Your Ideal Client
One important component to a strong business model is not only identifying what the offering will be, but also who the product or service is most directly geared toward. Understanding who the target market is from the start will help...
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Client Engagement is Built on Trust
One of the distinguishing characteristics of Ellis & Associates Wealth Management, an investment advisory team with Richardson GMP, is the team’s commitment to Client Engagement. They recognize the difference between an engaged client and one who is satisfied.
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The Five Cs of Social Media Marketing
I was recently invited to give a presentation on Social Media Marketing to a group of Marketing Executives. Through my research and preparation for the talk, I learned from an Ipsos Global Study that the average online American spends 2...
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Social Media: Simple, But Not Easy
How can entrepreneurs in the financial services industry leverage social media effectively to contribute to their business. According to Scott Plaskett, CEO of Ironshield Financial, the attitude towards social media decides the altitude that can be achieved.
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Coping with Marketing Disruptions
Whenever a business implements a marketing strategy, it is always taking a risk. No initiative is guaranteed to perform well, regardless of the amount of market research and time that have been spent on the project before it launches.
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The Importance of Clarity in Financial Services
Do your clients have a complete and crystal clear understanding of their insurance policy. Given the way financial language has evolved, it's hard to fault clients for being in the dark about what their products actually cover, and this ultimately hurts client relationships.
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Content Marketing 101: Video is Your Friend
Marketing has gone through a sea change over the past couple decades. And if your strategy hasn't transitioned as well, you're probably noticing the repercussions: Your pool of prospects has dried up You're experiencing greater client churn Your business has...
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Easing the Concerns of Potential New Clients
Millions of individuals eventually reach an age where they understand the critical need for advice and guidance when it comes to managing their money - assets, estate and financial plans. They have worked hard, saved their money, and have big...
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Why Online Communities Provide "Soft Power" Marketing
Working in any industry, you'll have clients that expect to have fairly direct access to your client-facing employees. Yet, it's unlikely all of your employees will have the chance to interact with your customers on an ongoing basis.
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Leverage Technology: Always Be Connecting
In the last few years there has been an emergence of a vast number of players in the field of marketing technology. Although it is becoming harder to identify where the disruption will come from next, it is clear when...
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“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
300%
Typical revenue growth our clients experience
27+
Years of helping people
80%
Clients who experience 50-200% growth in 12-30 months
Love from our Clients
“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.”
Jason Boudreau
Founder, VELA Wealth
"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."
Joshua Hollander
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."
Thane Stenner
Managing Director, Graystone Consulting of Morgan Stanley
Trusted by industry leaders around the world
Download Our Free Starter Kit
Are you a successful entrepreneur or executive looking to enhance your work and drive business growth?
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