Covenant Group :: Financial Services

By: Covenant Group  09-12-2011
Keywords: financial advisors

In our years of training salespeople and entrepreneurs, we have learned that 9 out of 10 feel they could do significantly better. Many believe they are not succeeding because of external circumstances. However, most of the time, the problem lies inside, not outside. The real reason they are not successful is because they are not clear about what they want. Successful people have what we call a clearintention to succeed. People who lack clarity about their intention find themselves stalling out. We help financial advisors manage that inner conflict and focus their energies on achieving their personal and business goals.

The Covenant Group is in the bussiness of performance. We help executives, managers, advisors and agents increase their productivity and build profitable firms. Below are descriptions of some of our offerings. We also specialize in developing custom solutions for our clients. Please do not hesitate to contact us so that we can share with you how we have helped financial institutions and independent practices grow.

Keywords: financial advisors

Other products and services from Covenant Group

09-12-2011

Covenant Group :: Professional Services

Professional Services professionals, accountants, lawyers and management consultants, often have difficulty building their business because they lack the skill sets required to sell and market their services. They are often adept at their technical skill and are incredibly knowledgeable, but were not taught how to leverage this expertise.


09-12-2011

Covenant Group :: Custom Solutions

If they are appropriate for your organization we have the capability to customize them or create new programs specifically for your market. The Covenant Group has over 100 years of experience in training and educational development. We have the capability to develop custom programs that meet your exact needs.


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Covenant Group :: Books & Publications

The purpose of this book is to express the essence of our Business Builder Model through the stories of the successful entrepreneurs and financial advisors with whom we work with who are applying the principles and skills of the Business Builder in their work today.


09-12-2011

Covenant Group :: Speakers Bureau

Consolidation and convergence in the financial services industry have made cross-selling necessary for retaining your clients and keeping them away from your competitors ¾ who might not be other insurance professionals. Our speaker will explore how the paradigm has shifted in our industry over the last thirty years - from a sales paradigm in the 70s to a marketing paradigm in the 80s and ultimately to today's business paradigm.


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Covenant Group :: Entrepreneurs

A Harvard Business School professor and author argues that most businesses are not set up to be successful. It is estimated that 50-70 percent of entrepreneurial start-ups fail in the first five years. Finding the right pattern of growth is essential for business and personal growth. The key to success in business is to create a profitable enterprise. The decision to become an entrepreneur is an act of courage.