In the pursuit of unlocking high-net worth prospects, Stan Summers found himself in the aftermath of two unsuccessful business cases, sparking concerns about potential missteps with his affluent clientele. Stan's Professional
The best form of Marketing is still Word of Mouth. For example, most people chose their financial advisor through Social Inclusion. Their advisor is someone they know in their Social
Are you seeking business plan help? We help entrepreneurs and business leaders design the business that is right for them. The starting point is the development of your Business Plan
“Where relationships matter, so too, do conversations.” Dean Harder High performers attract and retain the right clients. Dean Harder is a Covenant Group client and a high performing financial advisor. Dean has
Leadership is the ability to set a direction and coordinate the actions of others in implementing what is required to realize your goal(s). Dean Harder is a long time Covenant Group client.
Conversational Selling is about a lot more than good conversations, whether in person these days or on Zoom. Why? What's different about conversational selling in today's virtual world? I started in