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 is?

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...

Improve Engagement Results: Setting Priorities Based on CEO Goals

by George Sandmann on Jan 23, 2019 12:41:01 PM

How do you improve client engagement results by understanding (1) goals, (2) processes and (3) priorities?

A Proven Process for Winning Engagements

by Admin on Dec 13, 2018 4:30:00 PM

Business Advisor Series Article 2

Last week we discussed these key points:

How do you help with clients #1 problem?

by George Sandmann on Nov 27, 2018 2:14:54 PM

Build a Thriving Practice: Expanding Services and Client Retention

How do you help your clients with their #1 problem?

What Does a Firm-Wide Business Consulting Program Look Like?

by George Sandmann on Aug 7, 2018 2:51:53 PM

What you can learn from your peers about growing a successful business consulting practice.

To succeed you’ll need a to start by selecting a...

"How does your most profitable advisor run their business?"

by George Sandmann on Aug 1, 2018 4:40:27 PM

A pro who is looking to add CoreValue to their practice asked: "How does your most profitable advisor run their business?" Great question...

Your New User Community and Knowledgebase

by Sue Lewis on Jul 17, 2018 3:07:34 PM

We're getting ready to launch!  We work hard to make sure our Customer Success program is the BEST in its class, and we're not resting on our...

War stories and crushing the KPI

by George Sandmann on Jun 26, 2018 6:30:00 AM

We spent last week at the NACVA conference in Las Vegas. Great opportunity to connect with CoreValue-powered advisors (aka customers).  They shared...

We're adding your suggestions to the Conference

by George Sandmann on Jun 7, 2018 8:30:02 AM

Last week you had the opportunity to tell us what wanted from CoreValue's 'How to Build a Thriving Business Consulting Practice' Conference (Boston,...