Do you analyze how you performed this year? Have you started to plan for 2018?

We looked at the data --you are on fire!

This time of year you’re probably planning on how to leverage your wins to reach the next big goal. How are you doing?

Well, we are looking at the aggregate 2017 data and you are nailing it!

Our customers –business advisors, you—are delivering incredible results. Do you want to know how? You are:

• Adding over 6,000 new companies to your practices
• Increasing the CoreValue Rating of operational strength by 12.3%. Strong companies are valuable companies...
• Strong companies grow: companies executing the CoreValue growth plan are increasing Gross Revenues by an average 21.63% annually
• Increasing strength is increasing enterprise value by over $7 Billion Dollars
• This growth is creating over 50,000 new jobs

Wow. You rock. Read those stats again!

Don’t you think this data is cool?

Success is measured by you winning new engagements, and helping your clients to grow. Look at the stats: your are crazy successful. The 2017 launch of the Customer Success program is having a tremendous impact. You also got access to over 30 marketing tools plus training and coaching to help win new engagements. You are experiencing real success.

You’ll see even more resources in 2018. Here is what is already on the books, focusing on helping you thrive:

• New ‘CoreValue Advisor Master Class’ webinar series –learn from your colleagues
• NACVA partnership learning sessions:
• Four ‘Build a Thriving Practice’ boot camps (10 hrs of CPE)
• Seven group orientation webinars (1 hr of CPE)
• Live two-day business consulting learning programs in June and November (16 hrs of CPE)
• Learning sessions at several conferences –watch our Learning Opportunities page
• March organizational meeting of CoreValue’s Gang of 10 Thought Leaders in Orlando, in conjunction with Pinnacle Equity Solutions
• Collaboration is a 2018 theme –moving beyond referrals to drive client results
• a November CoreValue Advisor conference is also in the works

Thanks for an amazing 2017! You are doing real ‘Good’ for your clients, and building thriving practices from your work. In 2018 you’ll do better still.  Happy New Year!

--George and the CoreValue team

We’d like to know what you think, please send your thoughts about this update and the planned conference to gsandmann@corevalueforadvisors.com.

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If you aren’t a CoreValue-powered advisor yet, would you like to know more? You can attend a free webinar:

Thursday December 14 @ 11:30 a.m. ET

Friday December 15 @ 11:30 a.m. ET

Charge out of the blocks in ’18: you can grab one of the spots in the Jan 8-12 ‘Build a Thriving Practice’ training, call (802) 649-3288 option 1. Be sure to ask about the year-end special offer.

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