A top CFP Exit Planner discusses the '3 Dimensions of Business Growth'

by George Sandmann on Sep 2, 2020 4:22:48 PM

Driving growth of your advisory and consulting practice video: George and leading advisor Homer Smith CFP CBEC discuss prioritizing engagements...

New Video: Case Study using CoreValue 'Discover'

by George Sandmann on Aug 20, 2020 3:26:26 PM

Here's a fly-on-the-wall listen to an in-depth conversation about successfully starting the business consulting conversation using CoreValue...

The 3 Dimensions of Business Growth™ -2: Creating 'Predictable Growth'

by George Sandmann on Aug 5, 2020 1:26:37 PM

Driving Growth using the 'Predictable Profits and Cash Flow' Launchpad. #drivegrowth

What’s Your ROI From Using CoreValue?

by George Sandmann on Dec 12, 2019 11:45:00 AM

You’re a CPA, Management Consultant or Advisor, and you want to build a thriving practice. You’re considering adding the CoreValue growth...

Business Advisor Conference Preview: Marketing

by Admin on Sep 12, 2019 12:38:52 PM

A Marketing Workshop is being offered on Day 2 of #drivegrowth: the CoreValue Business Advisor Conference. The workshop is being led by Christine...

Shifting Gears: The Business Case for Adding New Services --And How

by Admin on May 2, 2019 3:31:14 PM

Strategy for Expanding your Business Advisory Services

Do you know who your client is?

by Sue Lewis on Apr 4, 2019 4:09:55 PM

Before you invest any time, money or other resources into your marketing and promotions, shouldn't you start by defining who your ideal customer...

Getting 10 CEOs to say “Yes, I need you.”  Discover Workshop Marketing Events

by Admin on Mar 21, 2019 1:43:38 PM

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...

Video: Writing Compelling Proposals using Client's CoreValue Data

by Admin on Mar 15, 2019 2:37:54 PM

 Does this sound familiar? You have a great discovery conversation, the client asks for a follow-on meeting, you send over the engagement...

The Business Plan: Converting Your Client's Business Model into Revenues

by George Sandmann on Mar 7, 2019 12:06:00 PM

Creating or Auditing your Client’s Business Plan

Business Advisor Series Article 6