CoreValue Advisor Software Introducing Consulting Referral Program with MassMutual
"MassMutual is launching a new program on July 23, 2018 to our Financial Advisor community based on the CoreValue tools and methodology. As part of the program, we are looking for qualified strategic consultants who understand the critical role a business’s value plays in the owner’s long-term protection and risk management planning, and trained in using the CoreValue tool set to help identified business clients grow and build real enterprise value” says Brian A. Trzcinski, Director of Business Market Development with MassMutual.
This launch is unique in several ways. MassMutual will use CoreValue Discover, the initial assessment of company strength and value, to open conversations with business-owning clients about potential threats to the value and salability of their privately-held company, which helps fund client wealth plans. Custom software developed by CoreValue helps connect clients with MassMutual products and services.
Says CoreValue Advisor Software’s CEO George Sandmann: “MassMutual is using CoreValue’s level 1 and 2 assessments, Discover and Unlock. The key is, MassMutual’s Financial Advisors want to collaborate with qualified CoreValue advisors to deliver strategic consulting services using CoreValue’s Unlock Executable Growth Plan. Given this project’s scale, we are looking to aggressively grow our customer base with an eye to having properly trained advisors available for MassMutual’s anticipated referral needs.”
CoreValue uses a patented best-practice methodology to calculate the client company’s current enterprise value, and analyzes the totality of the company’s operations across 18 Value Drivers to uncover consulting engagement opportunities. Users can leverage best practices from assessment through execution to maximize results. Companies that implement CoreValue can achieve double-digit annual revenue and value growth.
Here's your link to learn more about the MassMutual referral program