Ready to get a head start on your training?
Here's a list of Knowledgebase articles that provide additional clarity and explanation of some of our software's basic features.
1. General Information. The articles below will provide insight into how CoreValue works, the structure of the software and information about commonly used terminology throughout the application.
- Understanding Drivers’ Structure and Questions
- Learn the CoreValue Advisor Dashboard
- User Roles and Permissions
- Glossary of Common Terms
2. CoreValue Discover. These articles and videos will explain more about the first level of the program, CoreValue Discover, and how to use this powerful free survey tool.
- Introduction to CoreValue Discover - Video
- How to Read a Discover Report-Article
- Discover Report Example-Article
- Best Practices for CV Discover
3. Unlock Deep Dive Analysis. Get an overview of the Deep-Dive Analysis and learn how to conduct this powerful client interview in a live setting.
- Starting the 'Unlock' Deep-Dive Analysis Video
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How-to Conduct Unlock Deep-Dive Analysis from your Advisor Dashboard
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Step-by-Step of CoreValue Unlock
4. Executable Growth Plan. The Growth Plan can be as varied as your clients' needs dictate. Understand your options before you engage.
5. Reporting Options. Review and download report samples from the Deep-Dive Analysis and Executable Growth Plan.
