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.
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:
Engage business owners with a proven 12-step process for building the value of a company. Learn More
A suite of responsive marketing content to help you attract new leads. Access pre-built videos, presentation templates, and landing pages that position your firm as experts. Learn More
Three cloud-based diagnostic tools help you benchmark business owners, identify best-fit clients, and triage the best opportunities. Learn More
Our white-labeled, drip marketing program enables you to stay top-of-mind with your clients and prospects automatically. Learn More
Our ROI calculator helps you quantify your return on investment and enable your clients to visualize the value you bring. Learn More
Engage
Engage business owners with a proven 12-step process for building the value of a company. Learn More
Generate
A suite of responsive marketing content to help you attract new leads. Access pre-built videos, presentation templates, and landing pages that position your firm as experts. Learn More
Qualify
Three cloud-based diagnostic tools help you benchmark business owners, identify best-fit clients, and triage the best opportunities. 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
Our ROI calculator helps you quantify your return on investment and enable your clients to visualize the value you bring. 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.