The Value Builder System

Value Builder offers an assessment tool that has helped our advisors start strategic conversations with more than business owners. The owner-friendly Value Builder Report includes a thumbnail valuation and an action plan for improving it. Advisors leveraging The Value Builder Report in their sales process see a 60% increase in fees, as it reframes their coaching from an expense to a valuable investment in the eyes of the business owner. We also offer a sales and marketing system with done-for-you content that has been optimized by our proprietary panel of business owners enabling our advisors to achieve open rates twice the industry average – meaning our advisors start twice as many strategic conversations.