Start Having More Strategic Conversations with Business Owners

Value Builder Report 2024

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What Our Advisors Are Saying

“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.” 

Allen Harris

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.” 

Tom Jordan

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.”

Paul Wirth

Blueprint for Entrepreneurial Growth

A value assessment toolset that helps advisors start more strategic conversations with business owners.