Sales & Client Relationships
Master the art and science of selling, from building trust to closing deals, while strengthening long-term client loyalty.
What Your Clients Value the Most
A client recently said to me, "I feel like I can tell you matters that are so private that I have not voiced them with my spouse/children/partners". "You never laugh at me, nor judge me or condemn me, and no...
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What Is The Difference Between Networking And NetWeaving?
I have been involved in financial services for five decades. I was lucky enough to begin as a life insurance agent.
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Why Networking Shouldn´t Make You Feel Dirty
Many of us have negative feelings about networking. Studies have shown when we talk to people about networking before asking them to perform word completion tasks (for example S_ _ P or W_ _ H) they tend to come up...
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The Mental Hijack Affecting Your Performance
Recall a time when you have attended a presentation and thought "I get that. " Then, after hearing the speaker, you try to relay the content to a colleague or a friend only to realize that you strugle to articulate the full message.
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Why Practice Development and Business Planning Are Essential For Success as a Financial Advisor
Lets examine why practice development and business planning have become so important for success in today's environment. Over the last 30 years there have been three paradigms that have dominated in financial services: sales, marketing and business.
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Emotional Intelligence Part I: How Self-awareness Builds Stronger Client Relationships
Our March newsletter focused on the topic of Mindfulness and the number of comments and conversations that came forward demonstrates the growing interest in emotional intelligence. How did emotional intelligence even enter our business vocabulary.
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Overcoming Marketing Challenges With Online Tactics Part One: Addressing the Sales Cycle
Companies often market their services to other businesses rather than directly to the mass public, depending on what they specialize in. As many marketing rules may remain consistent when reaching out to individual clients or other business partners, there are...
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CRM is a Reputational Risk Management Tool
In the age of information, the internet can be a blessing and a curse for a business. It makes it easy to reach out directly to your clients, yet it also allows dissatisfied clients to share their unhappiness with a...
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Motivate Your Sales Team for Enhanced Performance
A sales team has a critical job to do and plays an enormous role in a company's ability to attract new clients and retain current business. These professionals often serve as the face of a business, and have a lasting impact on a firm's performance.
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Don't Push Away Clients When Using Big Data
Maintaining strong bonds with clients is key in order for an organization to continue generating revenue from existing clients and bringing in new prospects. Companies that don't take the initiative to develop close relationships with their partners could lose them...
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Identify and Speak to Your Audiences
In my book The Entrepreneurial Journey , I make a point about the importance of segmenting your client base and identifying those who create the most value for your business. There will be those who make up a greater percentage...
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How to Handle Losing a Client
Losing a client can put a business in a challenging situation, especially if they were key to a company's monthly revenue stream. While the situation isn't ideal, it's sometimes hard for entrepreneurs to avoid completely.
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How to Effectively Maintain Client Relationships
Building strong relationships with your clients can be difficult, and no entrepreneur wants to put in a great deal of work into establishing a good rapport only to see their client contact or trust decline. Rather than letting relationships fall...
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Achieving Client Experience Success
It is not enough for a company to offer acceptable customer service capabilities when addressing client inquiries, complaints or concerns. Rather, a company must have in place a client relationship management team, even if it starts off as a team...
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Weathering The Storm Part 2: When The Customer's Wrong
This old adage suggests client relationship management best practices revolve around keeping the people or businesses you serve satisfied and happy. Yet there are many instances when the client is most definitely wrong.
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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
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