Modules

[⚠️ BETA FEATURE NOTICEThese features are currently in Beta and available only to select advisors. Functionality, work...]

[Here are examples of situations that may be negatively impacting a client’s score in each of the 8 value drivers, alo...]

[If you have set up an engagement program for a contact and chose the "I'll send the client credentials later" option ...]

[You may be tempted to re-arrange the modules in The Value Builder System™ to attack the most urgent issue first, but ...]

[If you have a reluctant business owner whose main objection to spending the time to work with you through the 12-mont...]

[Entrepreneurs are defined by their desire for freedom, in terms of time, finances, and decision making. The ultimate ...]

[We have supercharged your Module 12 experience by expanding the Envelope Test to include more detailed insight into a...]

[Contents How to Set Yourself Up for Success How to Run Your First Session a. Value Builder Scoreb. Vision Builderc. A...]

[Contents Prior to Starting the New Action Planner How to Effectively Use Action Planner Learn how to:a. Start a New A...]

[TABLE OF CONTENTSPrior to Starting Module 7Steps in The Rainmaker's Dilemma List Business Activities Estimate Time Sp...]

[TABLE OF CONTENTS What is the Delegator? Prior to Starting The Delegator How to Effectively Use The Delegator: Star...]

[Use this document to set up your own Value Building Discovery day using The Value Builder System tools and assets.  A...]

[If you have set up an engagement program for a contact and chose the "I'll send the client credentials later" option ...]

[We have created a new Estimate of Value file for you to enhance your conversations with your business owner clients. ...]

[Use this document to set up your own Value Building Discovery day using The Value Builder System tools and assets.  A...]

[If you have set up an engagement program for a contact and chose the "I'll send the client credentials later" option ...]

[Prior to your first month's meeting with your business owner, you will be working on completing the Goals section of ...]

[Use this document to set up your own Value Building Discovery day using The Value Builder System tools and assets.  A...]