ROUNDTABLE
A marketing session to capture leads
WHY USE ROUNDTABLE?
Roundtable is a marketing tool for advisors to host a workshop where private business owners will run individual Discover Assessments. This allows a group of business owners to complete the 18 Value Driver questions at the same time and provides anonymous aggregated results. At the same time the Discover Report offers value and encourages these business owners to work with the advisor.
How does it work?
An advisor will host either a live or virtual session where they can highlight products, tools, and services that they offer. During this event, such as a luncheon or webinar, the advisor gives the attendees access to the ValuCompass Discover link and helps walk the business owners through the questions. The Discover Report opens doors and encourages conversation. When finished the advisor will have made new connections and possibly gained a few new clients.
How much does it cost?
Roundtable is now FREE and assures many new leads. Many ValuCompass Advisors hold 1-2 sessions per year and on average receive at least one new client per workshop. We no longer aggregate results but instead use the Discover Link found in your Dashboard Toolkit.
Highlights
Marketing tool and powerful conference aid to grow your practice.
Provides Discover report for each individual from a group of businesses.
Report includes rich graphs and detailed comparisons.
Immediate output includes insightful details with anonymous results.
Encourages business owners to reach out to the advisor and learn more.
ROUNDTABLE
One-Pager
Are you interested in holding a prospecting seminar? Do you have a group of leads who might want to attend a group marketing conference? Download the ROUNDTABLE 1-Pager as a teaser that you can send out.