If you develop a value building process, you have become their most trusted advisor. When it comes time to manage their funds when they sell, they will look to you.

–Ray Croff

CEO and President, Mobius Financial Advisors

Why Add Value Building To Your Financial Advisory Firm

As a financial advisor, you know business owners are attractive clients. Owners generally have complex financial lives. Most need both wealth management and insurance products. And when they sell their business, owners often have a windfall of financial assets they need help managing.

The problem is getting in the door. Most owners already have a basic financial advisor managing their investments and often see a more sophisticated financial advisor as someone they may engage after a liquidity event. But once an owner sells their business, it can be too late to forge a new relationship.

If your goal is to start a conversation with a business owner much earlier in the process,
The Value Builder System™ can help.

Richer Conversations

If your goal is to go beyond talk of stocks and bonds and become your client’s most trusted confidante, there is simply nothing more strategic than talking to them about building and harvesting the value of their business. That’s why financial advisors who use The Value Builder System™ report the tenor of their conversations with clients becomes deeper, richer and more meaningful as they add value building as a service offering.

Richer Conversations

Differentiate Yourself

Business owners have a growing number of options for financial advice. By training to become a Certified Value Builder™, the designation we provide financial advisors trained to use The Value Builder System™, you will be differentiating yourself with the value building industry’s most prestigious credential.

Differentiate Yourself

Be the Quarterback

By starting the exit conversation with a business owner, you position yourself as the conductor of the orchestra and can bring in a team of professional colleagues (e.g. accountant, mergers and acquisitions professional etc.) to build a comprehensive solution for your client.

Be the Quarterback

Discover How One Financial Advisor Leverages The Value Builder System™

Watch how Ray Croff, CEO and president of Mobius Financial Advisors, turns to The Value Builder System's strong ecosystem of advisors for referrals and to ensure the best for his clients.

Your Firm Can Leverage a Suite of Value Building Tools

As a financial advisory firm leveraging The Value Builder System™ you’ll have access to a complete system for talking to your clients about their business:

The Value Builder engagement provides a 12-step process for building the value of your client’s business. Learn More

We have a suite of marketing assets to help you attract new leads to your firm. You’ll get a library of videos, presentation templates, brochures, and articles to position your accounting firm as expert providers of value building advice. Learn More

The Value Builder Score and PREScore™ tools will help you qualify leads and triage the very best opportunities for your firm. Learn More

Our white-labeled, drip marketing program enables you to stay top-of-mind with your clients and prospects automatically. Learn More

The Scenario Planning tool allows your clients to quantify their return on investment for hiring you as their financial advisor and value building advisor. Learn More

Engage

The Value Builder engagement provides a 12-step process for building the value of your client’s business. Learn More

Generate

We have a suite of marketing assets to help you attract new leads to your firm. You’ll get a library of videos, presentation templates, brochures, and articles to position your accounting firm as expert providers of value building advice. Learn More

Qualify

The Value Builder Score and PREScore™ tools will help you qualify leads and triage the very best opportunities for your firm. Learn More

Nurture

Our white-labeled, drip marketing program enables you to stay top-of-mind with your clients and prospects automatically. Learn More

Convert

The Scenario Planning tool allows your clients to quantify their return on investment for hiring you as their financial advisor and value building advisor. Learn More

How We Work With Financial Advisors

We’re an advisor-led business, which means 100% of the business owners who leverage The Value Builder System™ do so by working with one of our advisors. We don’t compete with financial advisors, we partner with the best, and train you to use the system we’ve developed for advising owners. The first step is to earn your Certified Value Builder™ designation, which includes access to a self-paced e-learning course followed by a live, two-day training course. Once certified, you’ll have access to our entire tool suite for working with your clients.

We believe confidence is contagious and the more confident you are at leveraging and integrating The Value Builder System™, the faster the impact you’ll see in your practice and your client’s outcomes. That’s why every license includes the SmartStart training program for advisors. SmartStart is our way of holding your hand through your first year as a new Certified Value Builder™ advisor. LEARN MORE

Curious to learn more about becoming a Certified Value Builder™?

Watch this four minute video about the Certified Value Builder™ training experience.

Join Our Advisor Community

Our community of advisors are among the world’s leading
thinkers in the area of building company value.