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 laurels:...

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,...