Value Builder

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.

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Convenient. Professional. Compliant.

Give your advisors the tools they need to easily communicate their value to clients and prospective clients.

Value Builder Compliant Content

Compliant Content

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.

Value Builder ease of use

Designed for Ease of Use

By dragging and dropping, advisors can create beautiful, professional Value Profiles that clearly illustrate the valuable services they provide.

Value Builder Powerful Sharing

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.

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Build Your Profile in Minutes

By dragging and dropping, advisors can create professional Value Profiles.

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Illustrate Value to Clients

Clearly communicate the range of complex services you provide to your clients.

Fully Compliant

All content is pre-approved to ensure compliance and brand management.

Just Drag and Drop

Value Builder is so easy to use, you’ll be creating profiles immediately.

Visual Content

Value Builder helps you provide clients with clear and visual outline of your value.

Powerful Sharing

Your profiles can be saved as PDFs, and shared via print, email or online.

Easy to Customize

Personalize Profiles with advisor contact information, photo and the services they provide.

Responsive Design

Your Value Profiles will look amazing on mobile devices, as well as desktops/laptops.

Prospect New Clients

Start the coversation with prospective clients with a clear outline of value you bring as a professional.

CRM2 and Beyond

Clearly communicate the value you provide to clients in a CRM2 environment and well beyond.

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

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.

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