TCG Clients

Working with The Covenant Group has taught me the industry best practices, such as efficient practice management, client attraction stories, client retention and how to scale up my firm to the next level. TCG has its pulse on the financial service industry like a skilled physician. They can truly forecast where the industry is headed and how to profit from that movement. Over the last few years, applying The Covenant Group’s financial services training principles, my firm’s production has risen over 50%.

Steve Wright, founder and Managing Member, The Wright Legacy Group, LLC

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While putting the best practices learned from The Covenant Group to work in my business, I’ve increased my personal production by over 50% over the past 4 years.

Calvin Goetz, Co-founder, Strategy Financial Group

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Since 2006 I have averaged 12 million of new annuity premium per year. Working with The Covenant Group has helped increase my overall annual revenue by over 55%. TCG has enabled me to evolve into the Trusted Advisor for my clients.

Andrew Rafal, Co-founder, Strategy Financial Group

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Through work with The Covenant Group, we expect our team production to exceed 50 million in sales. The Covenant Group’s financial services training has helped implement several streamlining processes for our agency to follow that have not only increased production, but also productivity.

Joe RoosEvans, President, Financial Resources of America

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Every advisor in business today needs a Mentor or a Success Coach to take a fresh look at their practice and provide active input. This is one of the reasons 3-Mentors sought the guidance of The Covenant Group’s financial services training to help our advisors achieve success.

David Gaylor, Co-founder , 3-Mentors

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The reason we decided to utilize The Covenant Group’s customized financial services training is the research we did to take our organization to the next level. The Covenant Group works with more advisors that do more than 20 million in production than anyone else in the industry! They have the experience, track record, and template already in place to give us the help we need to go to the next level and beyond. Simply put, The Covenant Group has my trust and respect, and that is all any advisor can ask for. So, if you want to join the ranks as a Million Dollar Advisor than you need to join us on our way to the top.

Gary Reed, Co-founder, 3-Mentors

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Since our working with The Covenant Group began in 2009, we have watched our business efficiency increase dramatically as I have moved into more of a role of being a true business builder and entrepreneur. In this same period, our profit margins have increased substantially as a result of the work with The Covenant Group. We credit TCGs financial services training with helping us develop processes that have enabled us to streamline our business and create more freedom in our personal lives.

Jim Brogan, President, Brogan Financial

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Before working with The Covenant Group, my average client was making $60,000 a year and had a net worth of less than $100,000. Now, two years later, the average income of my clients is over $500,000 a year, and their average net worth is over $1.5 million. The financial services training proved to me that I could be as successful as a financial advisor as I had been as a professional hockey player in the NHL.

Stewart Gavin, President, Gavin Management Group

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