We believe confidence is contagious and the more confident you are at leveraging and integrating The Value Builder System™, the faster you’ll see an impact 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.
SmartStart gives you an integration road map to differentiate your practice with The Value Builder System™.
You'll learn the formula to accelerate your sales and marketing results by leveraging the system.
You'll be given the playbook to master advising your clients to build the value of their companies.
Practice Integration
Practice Integration is a series of hands-on one-on-one workshops with your dedicated Customer Success Manager. You will learn the fundamentals of how to launch your new business or integrate The Value Builder System™ into your existing practice. By the end of this series, you will have clarity on your sales and marketing process to deliver your services with confidence using the various elements of the Value Builder System™ platform.
Certified Value Builder™
Then, you’ll have a chance to interact live with a group of your peers, including sessions led by senior members of the Value Builder team. Following the completion of phase two of your training, you’ll have a clear road map for fully integrating The Value Builder System™ into your practice and be awarded your Certified Value Builder™ designation.
The FunnelBuilder Program
In the FunnelBuilder program, learn how to integrate Value Builder into your sales and marketing activities to win more clients. The course covers three pillars: Marketing to Business Owners, Marketing to Centers of Influence, and Selling Engagements, with each session building on the last. In 10 consecutive weeks, discover proven strategies from Certified Value Builders and your peers. Once completed, you'll gain a tactical and actionable approach for marketing, selling, and winning Value Builder engagements.
The AdvisorAccelerator Program
Next, streamline your learning in one of four AdvisorAccelerator programs. Refine your skills in one of the following topics: facilitation, exit planning, coaching, and selling. Each course is led by one of our most experienced Certified Value Builders. Learn from industry experts who have built a successful practice within their specialization and discover how they leverage The Value Builder System™ effectively.
Become a Certified Value Builder™
Join our next SmartStart class today. Our community of advisors are among the world’s leading thinkers in the area of building company value.
Advisors who went through the SmartStart program completed 210% more reports, providing additional opportunities to turn a business owner into a client. As for engagements, SmartStart participants saw 280% more engagements, which is directly related to the return on their investment in their first year. SmartStart graduates converted one in nine reports into engagements.
For those clients enrolled in the system through an advisor who did not go through SmartStart, they were only able to complete an average of 62 activities inside of the platform. By contrast, SmartStart-trained advisors made a much bigger impact with an average of 364 client activities completed, leading to a boost in their Value Builder Score. This directly demonstrates the active engagement advisors see from their clients.
Join our next SmartStart class and become a Certified Value Builder™ today. Our community of advisors are among the world’s leading thinkers in the area of building company value.