Berkshire Money Management Replaced Traditional Marketing With Smart Content
Discover How One Wealth Manager Leverages The Value Builder System™
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Discover How One Wealth Manager Leverages The Value Builder System™
As a wealth manager, you help business owners with portfolio management, estate planning, retirement planning and more. As lucrative as a business owner client can be, it's difficult to get new leads through the door. With Value Builder, generate leads with 500+ ready-made podcast episodes, eBooks, articles and email templates. Uncover an owner's pain in under 15 minutes and offer your services as their solution.
Generate more business owner leads with content that converts.
Identify client pain points in minutes to sell more services off your shelf.
Increase revenue by extending client lifecycles.
A full suite of tools and ready-made content that helps you find, win and keep your best clients.
Founder, BMM
“We weren’t ready as far as infrastructure goes, so we actually had to hide the marketing tools [on our website] until we could handle that flow of leads.”
CEO, Mobius Financial Advisors
“In 20 minutes, I can give my clients a number on what their business is worth, and how they stack up against their competition. With the Value Builder Score, I can show owners exactly where they stand.”
Founder, BMM
“We weren’t ready as far as infrastructure goes, so we actually had to hide the marketing tools [on our website] until we could handle that flow of leads.”
CEO, Mobius Financial Advisors
“In 20 minutes, I can give my clients a number on what their business is worth, and how they stack up against their competition. With the Value Builder Score, I can show owners exactly where they stand.”
Owner,
Financial Blindspot
“Value Builder has elevated my conversations with prospects. It’s given me clear concepts and a track to run on when it comes to winning new clients”
Read our comprehensive Product Brochure for a breakdown of all our features. You'll discover how our tools and ready-made content give you everything you need to succeed at marketing, sales and client retention.
Sales & Marketing Software Built for Business Advisors