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...
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.