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Become a Recognized Business Planning Expert With Your Designation as a Certified Value Driver Advisor!

Only from ValuCompass 

 

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Who Is This For?

Becoming a Certified Value Driver Advisor is for those who want to learn a simple yet complete method for true business planning.

  • If you are a financial advisor who uses ValuCompass to approach business owners for financial planning only - this course and certification is not for you.
  • But if you are someone who wants to dive deeper into true business optimization - and reap the satisfaction and monetary rewards of longer term business planning engagements - read on!
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Realize This...

ValuCompass offers everything you need for business planning.  We have the resources and tools that can take you from beginning to end.  If you can learn the Value Driver Methodology, how it is used in your dashboard and what it can do for your clients, you can enjoy the prestige of becoming a Certified Value Driver Advisor.

  • You'll have the courage to ask for higher business planning fees - and get them.  This course will show you how.
  • You can get off the "hamster wheel" of constantly looking for new prospects, selling product and moving on.  A handful of business planning clients are all you need to make a high income.
  • ValuCompass has hundreds of financial advisors who can open and secure a client but do not have a background in business planning.  With our network and "Share" feature, let them bring clients to you!

FAQs

What You'll Learn

 

  • The history and prominent use of Value Drivers; who uses them, how and why they work, and how they apply regardless of the business owner's objectives (grow, sell, etc.)
  • Who makes a good client - and when to walk away.
  • The Big 3 Building Blocks of a successful engagement:  Research, Process and Implementation.
  • Why Team Alignment is your best friend: how to easily guide sessions and let the expertise in the room do the work.
  • How to dive deep into what's holding a business back, and how to offer guidance to owners and business team members.

  • Step by step client engagements timed to coincide with your work in the course.

Sign Up for the Next Course Offered!
Your Commitment & What You Need to Know

 

  • Prerequisite:  The ValuCompass Full Suite of Modules and experience with Discover.
  • A commitment to 1) be active in business planning, 2) your peers in the course through attendance and discussion, and 3) off-session client activity.
  • Live Fire Training - You'll be working on real client cases with case review during group sessions.  You should have 3-5 business owners you can call on quickly with $5M+ revenue.
  • The course is currently designed with 2, 2-hour sessions per month for 4 months to provide time for client appointments in between.
  • Belief in the ValuCompass Mission:  To ensure growth, stability and eventual transference of the business for the good of the owner, employees, their families and the community in which they live and work.
Questions? Talk to us!

This is a group course, not one-on-one training.  If you want to apply for the next course offering, hit one of the buttons above now!

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Yes...

  • You will make money with client engagements during the completion of this course.  The number of engagements is up to you!
  • Yes, successful completion of the course grants you the Certified Value Driver Advisor designation for use in your promo materials, and your addition to our business expert network!