A value assessment toolset that helps advisors start more strategic conversations with business owners.
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“We weren’t ready as far as infrastructure goes, so we actually had to hide the marketing assets [on our website] until we could handle that flow of leads.”
Berkshire Money Management
“With Value Builder, I’ve saved $650 per month and eliminated my old email marketing tool. It provides everything I require and gets the marketing results I need.”
Exodus Compink
“Value Builder filled a gap in my approach when working with business owners. It’s helped me increase revenue per client by 50%, extend client engagements and double my close rate.”
Blueprint for Entrepreneurial Growth
A value assessment toolset that helps advisors start more strategic conversations with business owners.
