What Your Clients Value the Most
Your self-perceived value may not be the value your clients see in you. Find out how your clients value you and make that the basis of your value-added proposition.
The Starting Point for an Effective Business Plan
Articulating each element of the business definition sets context and describes the purpose in building your business. It is the starting point for an effective business plan.
Business Plan: How to Hit Your Target
When you’re clear about your mission, vision, and business opportunity, decision-making is easy. You bring focus and discipline to your business.
The Foundation of a Successful and Sustainable Business
In our work with entrepreneurs, we integrate the Four Cornerstones to assure the viability of the business.
How Testing Assumptions Can Improve Performance?
All businesses are built on a set of assumptions. The longer the business is in the market the more these assumptions are tested. Many entrepreneurs struggle to articulate the underlying assumption of their businesses.
Rethinking Giving Back and Business
To stay relevant, doing good can no longer be an afterthought in your business. Entrepreneurs who strategically build their businesses should also be strategic in their giving.
The Importance of Giving Back
Life insurance plays an important role in philanthropy. Life insurance proceeds have provided hundreds of millions of dollars to fund worthwhile causes.
4 Steps to Developing a Strategy for Creating Client Capital that Will Grow Your Business
High Performers differentiate themselves in what they do before, during and after the sales process or buying cycle. They integrate 4 interrelated steps.
TCG Maximizing the Client Experience
TCG Prospecting Like High Performers
TCG Build Your Digital Leadership
TCG Building High Performing Teams
TCG Boosting Team Performance
TCG Structure Your Business For Success
TCG Focus in an Age of Distraction
Familiarity vs Mastery
How to be Memorable
How to Play an Infinite Game - Norm Trainor full interview
The Globe and Mail Article: “How to start a conversation with clients on fees”
The Globe and Mail Article: “Why it’s important for clients to understand your compensation model”
The Globe and Mail Article: “No ‘one-size-fits-all’ when switching a financial advisory practice to fees”
Episode of 77WABC’s “Mind Your Business” with Yitzchok Saftlas, featuring Norm Trainor
10 Ways to Have a Better Conversation
Using Common Marketing Approaches In Uncommon Places
The new A,B, and C of Sales from Daniel Pink
Grit: The Key to Success
Mind Your Business with Norm Trainor
Speak so that People Listen
PwC Insurance 2020: Changing Client Expectations
McKinsey: Digital Strategy Framework
Get updates on new publications, tools, and other resources from The Covenant Group.
What we do
© 2020 The Covenant Group Ltd. All Rights Reserved.