Recent Posts

Getting 10 CEOs to say “Yes, I need you.”  Discover Workshop Marketing Events

by Admin on Mar 21, 2019 1:43:38 PM

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...

Video: Writing Compelling Proposals using Client's CoreValue Data

by Admin on Mar 15, 2019 2:37:54 PM

Does this sound familiar? You have a great discovery conversation, the client asks for a follow-on meeting, you send over the engagement letter......

A Proven Process for Winning Engagements

by Admin on Dec 13, 2018 4:30:00 PM

Business Advisor Series Article 2

Last week we discussed these key points:

How do you capture lightning in a bottle? aka, How do you win new client engagements?

by Admin on Nov 6, 2018 3:27:17 PM

Like Ben Franklin, we set out to catch lightning in a bottle. Like Ben, we succeeded --and you won.

Interview: Boost ROI from your Credential

by Admin on Oct 24, 2018 4:04:27 PM

How do business advisors find, win and service new engagements? NACVA interviews CoreValue Advisor Software's George Sandmann to discuss.

3 Things: Your New Service; New Enterprise Pricing; Advisor Conference

by Admin on Oct 10, 2018 2:59:15 PM

1.  Your New Service: Operational Analyst

Strong Companies are Valuable Companies: make operational strength actionable, and help your clients create...

MassMutual announces use of CoreValue, looking for qualified strategic consultants to refer into engagements

by Admin on Jul 26, 2018 1:08:46 PM

CoreValue Advisor Software Introducing Consulting Referral Program with MassMutual

Share the Love: Easy Referral Program Earns You $ Credits

by Admin on May 22, 2018 10:52:56 AM

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...

Accounting Today selects CoreValue as Top New Advisory Tool 2018

by Admin on Feb 8, 2018 2:32:08 PM

Helps advisors to quickly build new consulting practices and grow revenues.