The amount of leads we’ve gotten from Value Builder is tremendous. Within 30 days, we launched a press release and had 35 completed questionnaires. That led to 10 client meetings and four new clients.

–Allen Harris

Owner, Berkshire Money Management

Why Add Value Building to Your Wealth Management Firm?

As a wealth manager, 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 wealth manager managing their investments and often see a more sophisticated wealth manager 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 wealth managers 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 wealth managers 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 Wealth Manager Leverages The Value Builder System™

Watch how Allen Harris, Owner of Berkshire Money Management, was able to secure clients simply by having The Value Builder System™.

Your Wealth Manegement Firm Can Leverage a Suite of Value Building Tools

As a wealth manegement firm leveraging The Value Builder System™ you’ll have access to a complete system for adding value building to your wealth management firm’s service offerings:

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 wealth management firm. You’ll get a library of videos, presentation templates, brochures, and articles to position your 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 wealth manager. 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 wealth management firm. You’ll get a library of videos, presentation templates, brochures, and articles to position your 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 wealth manager. Learn More

How We Work With Wealth Managers

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 wealth managers, we partner with the best, and train you to use the system we’ve developed for coaching owners.

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.