You’ve worked hard --you’ve marketed, called, made promises and twisted arms, and are now leading the main event. 10 CEOs are in your workshop and...
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Does this sound familiar? You have a great discovery conversation, the client asks for a follow-on meeting, you send over the engagement letter......
Business Advisor Series Article 2
Last week we discussed these key points:
Like Ben Franklin, we set out to catch lightning in a bottle. Like Ben, we succeeded --and you won.
How do business advisors find, win and service new engagements? NACVA interviews CoreValue Advisor Software's George Sandmann to discuss.
1. Your New Service: Operational Analyst
Strong Companies are Valuable Companies: make operational strength actionable, and help your clients create...
CoreValue Advisor Software Introducing Consulting Referral Program with MassMutual
Of all things, a fancy new trash can for the house delivered a great business lesson. Inside the shiny new can was a thank you card worth $$... We...
Helps advisors to quickly build new consulting practices and grow revenues.