How To's
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[Owners juggle immediate fires and long-term plans, so catching them when they're ready to act on your information req...]
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[This lead generation tool is available in the portal under Settings > Lead Magnets and can be sent as a link or embe...]
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[Suggested Pricing Workshops are priced to attach a perceived value. We suggest not charging clients, or offering a st...]
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[If you have a reluctant business owner who is looking to only work on quick win modules, because “their hair is on fi...]
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[Connecting your domain to your Value Builder account is an option that allows for better email deliverability. This w...]
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[When asked why they won’t work with an advisor, a business owner will sometimes say “I do not have the time. In this ...]
Quick Start Guides
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[Table of Contents Getting Started Using the Sliders Scenario Planner Using the Black Box Scenario Planner Sharing and...]
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[The User Management Console is a dedicated tool for Firms (Partner Firms) and their Administrators (Company Managers)...]
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[ Table of Contents Benefits of Implementing eBooks as Lead Magnets Setting Up Your eBook Lead M...]
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[Table of Contents Introduction Understanding the Nurture Cycle Process How to Activate and Configure Nurture Cycle Ma...]
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[Table of Contents What Are Smart Flows? Creating a Smart Flow Editing a Smart Flow Enrolling Contacts into a Smart Fl...]
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[Table of Contents Importing Contacts Creating Contact Lists & Filters Customizing Contact Columns Mass Actions on Co...]
Whitepapers
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[ Unlocking the full potential of a business hinges on mastering eight essential drivers. No matter what your clien...]
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[There was a time when being big was paramount. The industrial companies of the last century relied on economies of sc...]
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[In celebration of The Automatic Customer: Creating A Subscription Business In Any Industry being ranked one of the To...]
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[Just one in 10 business broker listings close, but a new technology platform is helping brokers manage their funnel a...]
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[Why are business owner’s so skeptical? Some are initially trusting, but many more can be standoffish and cool despite...]
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[The Small and Medium Business (SMB) market can be segmented into small companies with less than $1 million in annual ...]
Case Studies
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[Learn how Certified Value Builder™ advisors have built a successful advisory practice using The Value Builder System™...]
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[In-depth case studies from entrepreneurs who worked with a Certified Value Builder™ advisor. Gain insight into the bu...]
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[ With The Value Builder System™ now in his toolkit, Trujillo can confidently say that Sunbelt Guatemala provides a on...]
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[ Having run a successful law firm for many years, Debra began entertaining the idea of retirement. She had put it o...]
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[ Martin has successfully created a sales and marketing engine using the Freedom Workshop. He’s also found a way to we...]
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[ With a focus on improving financial performance and reducing the business‘s dependence on them, Noela and David su...]