Created by Advisors for Advisors
We learned a pretty simple lesson over the years: Business owners need and want advisors to help assure their future. They know they need it desperately – but no one had built a bridge to them. So we did. We created the bridge so you, the Financial Advisor, can reach business owners, and provide them the expertise, products and services they willingly purchase to live their dreams.
Client Acquisition System
5 Core Principals You Can use Everyday
Private Businesses are Working Assets
Private businesses are unique assets because owners have complete control of their value at the operating level. But most do not know how to control that value. You can provide them elegant tools so they can – this will change their world, and yours.
THINK OF A BUSINESS AS AN ENGINE
To control the engine, you need to measure operating performance as simply and easily as you do financial performance. Think of operating performance as the gears that drive the engine forward. You can provide tools giving owner’s control of their business’ future.
18 DRIVERS OF OPERATIONAL PERFORMANCE
Think of the gears as performance drivers. The stronger the drivers the better performing the business engine – it’s ability to generate future revenue and profit. The CoreValue Rating is built upon these 18 Drivers and tested algorithms so you can see, plan and control the future of the business as an operating asset.
TRADING RANGES AND REAL-TIME VALUE
The power of knowing the CoreValue Rating, (whether the business is strong or weak), is the ability to measure enterprise value real time. Continuous market data enables you and your client to monitor value, and more importantly, have actionable information on how to grow that value if part of the plan.
PRIVATE BUSINESSES ARE AN ASSET CLASS
Automated real-time information means “Private Businesses” have become a true asset class – this changes everything. You can now monitor the business just as you do real estate, stocks and bonds, and other traded assets. Plus you have tools to dig deep, tools to plan, and automated reports to assure you and your client are in complete control.
Automated Instant ON-boarding
ValuCompass is one button simple. You, as an Advisor, can join for free by entering your Advisor information and pushing the button. Instantly your system is up and you are ready to roll. It’s free and it’s simple.
When you’re ready, push the “Invite” button for a new business owner. Instantly they will receive an invite to “CONNECT”, they can do the 3-Minute assessment, and instantly receive their insightful operational and value “Owner Report” on their business.
They are now in your pipeline on the dashboard. You can see the Report, and begin the planning journey with them to tie the business to their personal plan. In the process uncover unlimited opportunities to add value, and provide products and services against a proven ROI.
Unlimited Support
Of course we provide unlimited automated support, a help desk and an 800-number. If coaching and training is needed, we have that too.