Adding Services to Your Practice, Marketing Your Skills, Delivering Client Results
Free Orientation
Using CoreValue with clients
Tour of Help Center and Knowledgebase
Onboarding: Integrate CoreValue into your Practice
Learn from videos and 1-1 coaching how to integrate CoreValue Advisor Software into your practice. 6 sessions.
Learn How
Training is the key to helping clients drive growth
Faculty: mix of CoreValue Experts and Business Advisors
Start with Free Orientation
Add skills as you grow
Learn the Proven Process to win new engagements
Rated 4.8 by participants
Build a Thriving Business Consulting Practice
Building on Onboarding, in-depth instruction about using CoreValue to find, win and drive growth in engagements. Classes include 2 case studies and 2 hours on marketing your practice. 10 hours.
Business Advisor Boot Camp
Drive Growthsm: Executive MBA-Level course combines classes from Onboarding, Proven Process, and Build a Thriving Practice. 16 hours.
Using CoreValue: Winning Engagements and Driving Results (Free)
Free Online Webinar. 3 hours of hands-on training: starting the business consulting conversation, converting to a paid engagement, writing powerful proposals, managing long-term engagements, creating detailed reports, and driving client company growth.