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Business Builder Workshop

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The Covenant Group
The Covenant Group

Looking for an interactive workshop to learn & develop the necessary tools to build your business?

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The Business Builder™ Workshop  Designed for leading Advisors!    What is the Business Builder? The Business Builder workshop is designed for financial advisors who want to build their business through attracting new clients and deepening and broadening existing client relationships. What outcomes can I expect? Through the program you will learn to:  Develop and implement a strategy to build the business that is right for you;  Implement a marketing system to attract the right clients;  Generate introductions, recommendations and referrals;  Make more sales to clients and prospective clients; and  Build your organization to create more free time and professional satisfaction. What does it look like?  One-day Workshop During the workshop, you will utilize case studies, exercises, and priceless insights from seasoned financial services professionals. You will work with other advisors and gain insights from their experiences. You’ll hear what’s worked well to grow your business.  Webinars Two pre-recorded, content-rich webinars assist you to define your business (Vision, Mission, Values, and Business Opportunity) and generate your one- and five-year income statements. You need to know where you want to go, before you have a hope of getting there!  Self-study The Covenant Group Advisor Development Portal provides videos, best practices information, and exercise completion leading to operational strategies to grow your business. The exercises help you build out your business, marketing, sales and relationship management strategies. It’s online 24/7 so you can work when you want.  Coaching—An Optional Component to the Business Builder This option allows you to participate in one-on-one and group coaching sessions. The coaching helps you implement ideas and go deeper into the strategies discussed in the workshops. It’s been shown that 90% of business failure is due to lack of effective implementation. We help you implement so you can plan to succeed.
The Business Builder™ Workshop  Designed for leading Advisors!    Mindset You will learn what it takes to adopt an entrepreneurial approach to business building. This entrepreneurial mindset unlocks business potential within your practice. We help you to answer 3 critical questions:  What role do you want to play in your business?  How big do you want to become?  What is the required organization? Target In this part of the program you will prepare and implement a marketing plan that identifies the key steps in building your brand in your network and chosen markets. You will identify:  Who is the Right Client?  What is the Right Value Proposition?  What is the Right Price? Engage You will develop a simple advisor/client attraction conversation that creates meaningful dialogue and interest. If you know how to open, you don’t have to close. Commit You will learn how to become a Trusted Advisor, which enables you to maximize the value of your relationships. Expand You will uncover how to create an experience that expands the relationship equity for both you and your client. You grow your business based upon a reputation of service excellence and value-added relationships. You will learn to obtain introductions, recommendations and referrals from the people you know. I understand how the program is delivered, but what are the outcomes for me?  Using our online system you will create a  You will attract the right clients to your business plan unique to your business value proposition on a profitable basis.  You will develop a tactical plan to help  You will have access to online resources you identify the steps you take to reach and Best Practices drawn from high- your objectives performing advisors that you can use to fine-tune your practice  Using the online system you’ll create a  You have the option to participate in five set of pro-forma income statements that group teleconferences and six one-on-one forecast your revenues, expenses, and coaching sessions to help keep you net income on a product-by-product basis accountable and ensure implementation One more thing . . . What does it take to get enrolled?   Please contact The Covenant Group for a Business Builder enrolment form. It’s that easy! tcg@covenantgroup.com or 877.903.3878.

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Business Builder Workshop

  • 1. The Business Builder™ Workshop  Designed for leading Advisors!    What is the Business Builder? The Business Builder workshop is designed for financial advisors who want to build their business through attracting new clients and deepening and broadening existing client relationships. What outcomes can I expect? Through the program you will learn to:  Develop and implement a strategy to build the business that is right for you;  Implement a marketing system to attract the right clients;  Generate introductions, recommendations and referrals;  Make more sales to clients and prospective clients; and  Build your organization to create more free time and professional satisfaction. What does it look like?  One-day Workshop During the workshop, you will utilize case studies, exercises, and priceless insights from seasoned financial services professionals. You will work with other advisors and gain insights from their experiences. You’ll hear what’s worked well to grow your business.  Webinars Two pre-recorded, content-rich webinars assist you to define your business (Vision, Mission, Values, and Business Opportunity) and generate your one- and five-year income statements. You need to know where you want to go, before you have a hope of getting there!  Self-study The Covenant Group Advisor Development Portal provides videos, best practices information, and exercise completion leading to operational strategies to grow your business. The exercises help you build out your business, marketing, sales and relationship management strategies. It’s online 24/7 so you can work when you want.  Coaching—An Optional Component to the Business Builder This option allows you to participate in one-on-one and group coaching sessions. The coaching helps you implement ideas and go deeper into the strategies discussed in the workshops. It’s been shown that 90% of business failure is due to lack of effective implementation. We help you implement so you can plan to succeed.
  • 2. The Business Builder™ Workshop  Designed for leading Advisors!    Mindset You will learn what it takes to adopt an entrepreneurial approach to business building. This entrepreneurial mindset unlocks business potential within your practice. We help you to answer 3 critical questions:  What role do you want to play in your business?  How big do you want to become?  What is the required organization? Target In this part of the program you will prepare and implement a marketing plan that identifies the key steps in building your brand in your network and chosen markets. You will identify:  Who is the Right Client?  What is the Right Value Proposition?  What is the Right Price? Engage You will develop a simple advisor/client attraction conversation that creates meaningful dialogue and interest. If you know how to open, you don’t have to close. Commit You will learn how to become a Trusted Advisor, which enables you to maximize the value of your relationships. Expand You will uncover how to create an experience that expands the relationship equity for both you and your client. You grow your business based upon a reputation of service excellence and value-added relationships. You will learn to obtain introductions, recommendations and referrals from the people you know. I understand how the program is delivered, but what are the outcomes for me?  Using our online system you will create a  You will attract the right clients to your business plan unique to your business value proposition on a profitable basis.  You will develop a tactical plan to help  You will have access to online resources you identify the steps you take to reach and Best Practices drawn from high- your objectives performing advisors that you can use to fine-tune your practice  Using the online system you’ll create a  You have the option to participate in five set of pro-forma income statements that group teleconferences and six one-on-one forecast your revenues, expenses, and coaching sessions to help keep you net income on a product-by-product basis accountable and ensure implementation One more thing . . . What does it take to get enrolled?   Please contact The Covenant Group for a Business Builder enrolment form. It’s that easy! tcg@covenantgroup.com or 877.903.3878.