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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Recent Posts
Video: Writing Compelling Proposals using Client's CoreValue Data
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
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?
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
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
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
CoreValue Advisor Software Introducing Consulting Referral Program with MassMutual
Share the Love: Easy Referral Program Earns You $ Credits
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
Helps advisors to quickly build new consulting practices and grow revenues.