And we're back! How are you planning to crush YE21 and 2022?

Posted by George Sandmann on Sep 16, 2021 5:30:00 AM

And we’re back! Summer is behind us, and many of you are making plans for adding new skills and services in 2022. Here's how to crush your goals.

Here’s what you need to know, easy 1-2-3:

(click a heading and jump to the topic):

1.  Proven Process to Win New Engagements

2.  Converting your CoreValue Analysis into Strategic Growth Projects

3. November Growth Consulting Summit


1.  Learn CoreValue’s proven process for winning new engagements.

Click here to schedule a meeting and learn more.

Back to the top


2.  Converting your CoreValue analysis → into a Strategic Growth Engagement: learn the Growth Drive Playbook. After completing this Growth Drive Launch Course you’ll know all about leveraging your CoreValue analysis for creating predictable profits, growth, and shareholder value. 

"[This course] picks up where Traction leaves off." --Rick Scruggs, CLU ChFC with Financial Guide

Next class begins October 19


Want to learn more? Here's a free 20 Minute Info Webinar and Q&A: 

20 Min Free Info Webinar

Interested in becoming a Certified ‘Growth Drive Specialist’? Sign up for updates here.

Back to the top

3.  Growth Consulting Summit *Live* November 17-18

Joint Summit hosted by CoreValue Advisor Software & Growth Drive LLC
Your COVID safety is our priority, all attendees will have proof of vaccination or negative test.


Unveiling of *NEW* CoreValue ‘Business Scan’ Marketing Module

Panel: How to Approach Clients and COIs about Consulting Engagements

Unveiling: *NEW* Growth Drive Consulting Community - Online Forums for you to Learn and Share

Case Study: Twin Value Gaps and Growing Value

Expanding your Practice: Mastermind Groups for Business Consultants and Advisors with LXCouncil’s Tina Corner Stolz 

Group Workshop: LIVE Mastermind Group Experience

Preparing Clients and their Companies for the Biggest Transaction of Their Lives: M&A Perspectives on Growth and Equity Value 

Sales & Marketing Class for Professional Service Firms


Plus a cocktail networking event and more...

Where else can you learn a ton while having this much fun?

EARLY BIRD SPECIAL: Yes, I want to claim my spot now and save.  


Use code EARLY to save $300 (ends soon)

This Conference was a real level above!  I expected to learn a couple things, but this conference really delivered - I don’t think it could've been any better, "10 of 10". Steve Duke, CM&AA, CBSP, BEC 

Thank you, George. Excellent conference and speakers! I've learned several tips and techniques I can apply to my practice immediately for helping my clients grow their businesses.' --Jack Heil, CPA, CFF®, PFS® 

Back to the top

About the Growth Drive Launch Course:

Do you want to get the most out of CoreValue? The Growth Drive Launch Course delivers know-how for hammering your CoreValue analysis into a Strategic Growth Project.”  --George Sandmann, CEO with CoreValue Advisor Software

"The 3 Dimensions is a great way to "chunk" the work with clients and help them to see the path more clearly - brilliant." --Scott Barth, CExP with Ascend Business Coaching

"Great job! This course really ties [growth consulting concepts] together beautifully." --David Prowse, CPA, CA, CVA, CEPA, CMAA with Velorum Capital

"The subject matter was excellent. Really put in perspective for me the 3 Dimensions of Business Growth." --John Vetere, MBA, Executive Coach & Business Consultant with Vetere & Associates


"I learned tools and techniques that I can apply in my engagements immediately!" 
4.75 Stars
"I plan to apply what I've learned in this course" 5 Stars
"Bottom line: I would recommend this course to my colleagues" 5 Stars


Hot Links:

1. Schedule a CoreValue Advisor Software demo

2. Register for the Growth Consulting Summit (Early Bird rate expiring - use code EARLY)

3. Register for the Growth Drive Launch Course (directly with Growth Drive LLC; current CoreValue customers use code CORE and save)

Back to the top

Questions? Glad to help, please email

Topics: "Build a Thriving Business Consulting Practice", Marketing for Advisors

Share this article with a colleague: