Covenant Group :: Speakers Bureau

By: Covenant Group  09-12-2011
Keywords: Strategic Planning, Business Management, Financial Services Industry

Keynote and session speaking by international speakers

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We can speak on a number of topics including:

Profit & Productivity

Top performing advisors build their business in a manner that gives them control over their income and quality of life. Practice development is the act of strategically building a business. The Business Builder model is the process through which you implement your strategy. The model consists of five phases:

  1. Mindset – unlocks the potential
  2. Target – identify the key steps in building your brand
  3. Engage – if you know how to open, you don’t have to close
  4. Commit – become a trusted advisor
  5. Expand – create client capital

In this presentation, we will examine how business owners can achieve new levels of profit and productivity, and redefine performance by implementing the Business Builder model.

The Entrepreneurial Challenge: Mastering the art of business

The foundation to practice development is business management. Business management, the act of working ‘on’ the business, is one of the key distinguishing characteristics of top advisors. By contrast, most advisors spend the bulk of their time working in their business, as opposed to on their business. While working in the business is a way to ensure revenue continues to flow, it’s not a growth strategy. Real growth comes from the effort of working on the business — strategic planning. However, the challenge to work on the business is so great that 80% to 90% of advisors don’t have the one key tool of strategic planning — a business plan. Our speaker will explore the essential ingredients of business management — defining the business, analyzing the current situation, creating objectives, developing effective strategies, and diagnosing problems. Our speaker will also pay particular attention to financial management, a much-neglected aspect of the advisor’s business. Here, we will explore how to create a successful business through the control of five essential levers:
  • product mix
  • average case size
  • # of cases
  • seasonality
  • cyclicality

The Infinite Game

Most entrepreneurs play the finite game. They believe that there is only so much business; that they have to get it themselves; and that they cannot depend upon others. Many of them operate as a business of one, bumping up against a ceiling of complexity that limits how much they can produce. They think that in order to be more successful they have to carve out more of the pie. In this presentation, our speaker will explain that it’s not about getting a bigger piece of the pie; it’s about creating a bigger pie. Our speaker will show the attendees how they can break through their ceiling of complexity by redefining the game, and by harnessing the time/energy/creativity and intelligence of others. Ultimately, our speaker will illustrate the two key principles of playing the infinite game:

  • Principle One: Optimize your business
  • Principle Two: Leverage your business

The 8 Best Practices: increasing productivity by building a business

The world’s top financial advisors are not the world’s best salespeople - they are the world’s best entrepreneurs. 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. Today, being a great relationship builder is not enough. To be at the top today, you need to master the art of business. The 8 Best Practices provide the foundation for mastering the art of business and building a total practice. This is a practice that integrates four essential systems: business management, marketing, relationship management, and resource management. In this presentation, our speaker will delve into actual cases, exploring in-depth how various advisors have transformed their businesses by adopting The 8 Best Practices of High-Performing Advisors.

Succession Planning

With the average age of advisors in North America at 50, many of the advisors who have helped build their sponsoring organization are closing in on their retirement years. These advisors are looking to transition how they are doing business. Many want to choose how, when and with whom they will work while others intend to sell their business and retire fully. The challenge for these advisors, and for their sponsoring organization, is that many have no plan for how they will complete such a transition. They don’t clearly understand the issues and challenges they will face. Our speaker will explore the following areas and they can help solve the succession planning challenge:

  • Creating a vision for the advisor’s life and business
  • Finding a buyer/successor/partner
  • Preparing the practice for transition and possible sale
  • Valuing the practice
  • Making a smooth transition, ensuring clients are well taken care of

The presentation will reflect the fact that succession is a two-way street. Obviously sellers cannot exist without buyers, and buyers have their own biases when it comes to the central issues in succession planning. Whether your advisors are selling or buying, understanding the other party’s needs will help them through a more satisfying transaction for all those concerned.


Cross-selling isn’t an option anymore. 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. The banks, the brokerage houses, the investment firms and planning houses want your clients. And those clients want one-stop shopping. Unfortunately, while many insurance advisors know what cross-selling is, many don’t practice it at all and few practice it effectively.

Our speaker will explore:
  • The cross-selling process
  • Specific strategies to develop and implement a cross-selling plan
  • How to forecast the potential value of cross-selling

Keywords: Business Management, Financial Services Industry, Practice Development, Strategic Planning,

Other products and services from Covenant Group


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.


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.


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.


Covenant Group :: Financial Services

In our years of training salespeople and entrepreneurs, we have learned that 9 out of 10 feel they could do significantly better. We help financial advisors manage that inner conflict and focus their energies on achieving their personal and business goals. The real reason they are not successful is because they are not clear about what they want. Many believe they are not succeeding because of external circumstances.


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.