Helping advisors communicate the value they provide to clients.
ValueBuilder allows advisors to build custom, compliant Value Profiles for clients and prospects. By simply dragging and dropping, advisors can easily summarize the services they provide in a one page PDF document.Contact us for a Demo →
Convenient. Professional. Compliant.
Give your advisors the tools they need to easily communicate their value to clients and prospective clients.
You decide on the Value content advisors can choose from. This feature with the addition of your logo and disclaimer, provides flexibility and ensures compliance and brand management.
Designed for Ease of Use
By dragging and dropping, advisors can create beautiful, professional Value Profiles that clearly illustrate the valuable services they provide.
Powerful Sharing Tools
Sharing is easy. Simply print, email or share online. Value Builder is fully responsive, so advisor value profiles will look spectacular on all platforms.
Client Relationship Model II and Beyond
“Now, more than ever in this CRM2 environment, it is crucial that advisors clearly communicate the wide range of complex and valuable services to their clients. Value Builder is a powerful tool for advisors to illustrate all they do to ensure they retain their clients and build new relationships.“Contact us for a Demo →
Build Your Profile in Minutes
By dragging and dropping, advisors can create professional Value Profiles.
Watch the Videos →
Advisor Profiles for Individual Advisors
Clearly communicate the range of complex services you provide to your clients in a professionally designed, one-page profile, designed specifically for the individual/independent advisor.Discover Advisor Profiles →
Calculate the Cost of Losing a Client
Now more than ever, is the time to talk directly to clients about the value advisors provide and the costs that are associated. This discussion will give advisors the ability to strengthen their relationships and cultivate new ones. The calculator shows the annual cost of losing a client using trailer fees only.
If you have 500 advisors who lose just 1 client each, the potential loss in trailer fee revenue is $1,250,000 per year.
Contact us Today and Learn More
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