Grow FAQs

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

[ To activate an engagement please ensure you have tokens available. 1. Select a contact by clicking on their name und...]

[The Dashboard Active Value Builder Engagements widget is the easiest way to quickly review the progress of each Conta...]

[To deactivate a module in the Value Builder Engagement program, navigate to the contact's profile. Under the Engageme...]

[To change your contact's fiscal year end month in the engagement program, you can do so within their engagement setti...]

[The Engagement Program is individualized and based on a single email login. Currently, we do not offer the functional...]

[Unfortunately, you are not able to copy or move a Black Box Scenario Plan into the Action Planner of a Value Builder ...]

[Both tools are visually similar, but they serve distinct functions within the Value Builder system. The Black Box Sce...]

[To change your contact's fiscal year end month in the engagement program, you can do so within their engagement setti...]

[The Dashboard Active Value Builder Engagements widget is the easiest way to quickly review the progress of each Conta...]

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

[If you would like to enable The Delegator tool and begin to use it in its Beta stage, you can do so by going to the V...]

[Meeting agendas are not sent automatically. It is up to you as the advisor to email the meeting agenda for each of th...]

[If you would like to enable The Delegator tool and begin to use it in its Beta stage, you can do so by going to the V...]

[Cash is the lifeblood of any small business, sometimes determining its success or failure. Correctly measuring and ma...]

[When focusing on a small business, there are only a few levers a company can trigger to impact its cash flow:  Coll...]

[An Action Item is a single, clearly defined task related to an Engagement Module. These items will help business owne...]

[An Action Item is a single, clearly defined task related to an Engagement Module. These items will help business owne...]

[Tokens are provided to advisors who are on a total license and have completed Certified Value Builder™ training. Toke...]

[Tokens are provided to advisors who are on a total license and have completed Certified Value Builder™ training. Toke...]

[To launch the Demo Engagement, which is required to complete practice exercises in your online TalentLMS (https://bui...]

[  Through market research among our users, we have found that one of the key drivers of value in a company is its gro...]

[  Through market research among our users, we have found that one of the key drivers of value in a company is its gro...]

[If you find that when you begin The Freedom Calculator in Module 12 of the Engagement the Desired Income is already f...]