New offices, CoreValue Conference, Boot Camp in Las Vegas. 

We’ve Moved: up two floors to larger offices, exciting times. Phones and mailing address remain the same, can you guess what the new suite number is?  

The move allows us to add staff, and configure work spaces to best serve you --providing a motivating, professional, fun place to spend the work day.

You Asked for a Conference...  Save the Date, It’s On!

CoreValue Advisor Software Conference is October 31 and November 1, 2018 at the Omni Parker Hotel in beautiful Boston MA. Click here to register for updates and save on registration fees .

What will you learn at the conference? A couple of weeks ago we put this question to a group of CoreValue-powered advisors. Resounding chorus: “We’d like to share with -and learn from- our peers.”

Well, didn’t that get the old brain wheels turning. The conference is being built around 'How to build a thriving practice: the winning strategies and tactics CoreValue-powered advisors are using to find, win and service new client engagements.'  Say that ten times fast.

Whether you’re a CoreValue 'Superuser' or just starting, the conference will deliver a ton of value.  Open to all, you don't have to be a CoreValue user to attend.

Do you want to stay in the loop?  Sign up here for updates, be sure to catch early registration specials and save $50 plus $50 per colleague you refer.  

In a cool twist, the conference is being coordinated with our friends at Pinnacle Exit Planning, who's annual conference will be November 1 and 2.  I know several of you are  attending both events, allowing you to meet and network with Pinnacle Members and other Professional Advisors.

In Other News...

CoreValue Boot Camp June 18-19: CoreValue Advisor Software CEO George Sandmann and CoreValue Superuser Ed Wandtke are presenting a 2-day case study learning event. The boot camp will be hosted by the NACVA for the two days preceding their annual event in Las Vegas NV.  

You'll learn the CoreValue methodology, plus strategies for expanding your business advisory practice. The two days are structured around the tactical application of business consulting to a client case. Seminars and group discussions are being blended with several hands-on exercises. The goal is for you to come out of the boot camp as a ninja blackbelt at winning new business advisory engagements. Need not be a CoreValue user to attend and learn. You can get details  and register here. 

Watch for our next post, there's more good news coming.

Thanks all, please feel free to send this to a friend --we appreciate and reward referrals.

We'd love to hear your questions and comments, post them here and we'll reply, or email blog@corevalueforadvisors.com