Engagement

Concepts that talk to business owners

Engagement

The key to successful engagements with business owners is to know your process, have confidence in your tools, and to create a network of professionals who you can trust. The following topics give advisors the ability to talk-the-talk and understand what the business owner needs.

The 1% Budget

The Business as an Asset

Five Things Advisors Know

Other Tools

The Align Report

Roundtable

The Expert Network

The 1% Budget

Treat your business like an asset

Click here for a one-page document

The Business as an Asset

Your business is probably your biggest asset.

Click here for a one-page document

Growing Your Business

Create a plan, use our tools, add value

Click here for Five Secrets Top Advisors Know

Other Tools

The Align Report

Get all of your Executive Team members on the same page! Or use this report when you have multiple business owners.

See a sample report.

Get a one-page document here.

To order an Align Report follow this link.

RoundTable

Market to groups of business owners. Get more clients and talk to more owners - yet let the Discover Assessment do all the work!

See a sample workshop

Get a one-page document here.

The Expert Network

Connect with others, create your bench of professionals, use our tools, add value. Our new SHARE tool is found on the dashboard. It allows advisors to invite professionals, from business consultants to lawyers or accountants.

ValuCompass Software

ValuCompass is more than just a suite of tools designed to enhance the capabilities of advisors and business consultants. We help attract a larger clientele, provide tailored products and services, and nurture lasting relationships. Check out our Terms and Conditions or Privacy Policy to instill confidence with your clients.

ValuCompass is a game-changer that empowers you to generate leads, drive sales, personalize services, and foster lasting relationships.