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Value Builder is sales and marketing software for business advisors to find, win and keep their best clients. It combines tools and ready-made content for accountants, brokers, consultants and financial advisors who focus on helping owners protect, grow and realize the value of their business.
Book Your Stay
Hear from Past Summit Attendees
"Everyone at The Value Builder Summit is all about building value and they live it and breathe it. We’re just excited to be there and will continue attending for a decade to come. "
Steve Conwell
CEO
Final Ascent
Loews Vanderbilt Hotel,
2100 West End Ave.
Nashville, TN.
"I've made the trip annually. The event brings together brokers, wealth managers and a wide range of professionals to network and share best practices with."
Kerry Boulton
Owner
Exit Strategy Group
Breakout Sessions
In these interactive and hands-on workshops, learn tips, tricks and best practices for powering your marketing, sales and client delivery with Value Builder tools.
Scoring Success: Why PREScore™ Should Be The Foundation of Your Sales Conversations
Centers of Influence: How to Start, Build and Activate an Army of Strategic Partners
For most advisors, referrals are integral to your firm's success. Strategic partners refer the highest quality business owners who quickly close and are eager for your advice. The bad part? There's no guarantee they will come. Getting referrals is often inconsistent and unpredictable. What's the trick to getting a steady flow of referrals? Treat strategic partners as an entirely different target market you need to nurture. In this session, you'll learn simple tactics to help you start, build and activate an army of strategic partners that fill your funnel with high quality leads.
Fish Where the Fish Are: How to Dramatically Boost Your Conversion Rates
You've imported your contacts. You're nurturing them along. They hit 100 activity points. Now what? Don't spend all your time casting your line into untested waters. Once you've got those nibbles you want to be methodical in your approach and use the best tool for the job. Integrating the Value Builder Questionnaire into your conversations is the game changer that sets you apart. Discover practical tips on how you can best position the Value Builder Questionnaire with owners to get you successful, repeatable results.
Salesanomics: The Surprising Sales Benchmarks Every Advisors Needs Now
Orlando, FL
February 4-6
Omni Orlando Resort at ChampionsGate
2024
Value Builder Summit
Keynotes and Breakouts
Unlocking the Hidden Economy of Business Exits
John Warrillow
Founder & CEO
The Value Builder System™
The Million Dollar Advisor:
A Blueprint for Building a Seven-Figure Advisory Firm
Cheryl Powers
Founder & CEO
Align Strategic
Keynotes
Ever wonder how much business owners really spend with professional advisors when planning an exit? For the first time in history, we've quantified the 'GDP of an Exit' by completing a quantitative survey of more than 1,000 business owners focused on their investments with professional advisors leading up to an exit. Don’t miss this global release of a groundbreaking study that reveals how much business owners spend with their advisors and who gets the biggest piece of the pie. This session will make you rethink your strategy for building out your professional referral network.
More Money, Less Time:
The Secret to Pricing Your Value Builder Services
Maximizing Growth:
Conducting Assessments at Scale and Closing More Deals
Carrie LaDue
Partner
Limitless Business
Sam Mendelsohn
President & COO
The Value Builder System™
Are you tired of the "race to the bottom" in the coaching market? Struggling to get noticed by decision-makers? Learn how Cheryl Powers managed to secure clients who invest more - some up to a million dollars with her during their relationship. Transform your advisory business, elevate your income, and make an impact that's measured in seven figures.
In this keynote, we're unveiling the results of our comprehensive advisor survey. Learn how to strategically price your services and discover how other advisors price their offerings. By the end of this session, you'll have the knowledge to optimize your pricing and offerings, increase your revenue, and restructure your fees while driving more value for your clients.
Discover the art and science of selling with the Value Builder Report - your secret weapon for rapid growth. First, learn how to position like a pro and effectively pitch the Value Builder Questionnaire so prospects can’t wait to answer those questions. Next, learn the surprising relationship between prospects' challenges and closing more deals.
You'll also get the foolproof follow-up systems to convert completed questionnaires into clients. Lastly, walk away with the mindset and strategies of the top 2%: how to close more deals without being pushy.
Jason Reilly (Moderator)
Director of Product Marketing
The Value Builder System™
New this Year: Value Builder Advisor Panel
Brian Marshall
Co-Founder & CEO
StrategyX
April Stercula
Managing Partner
Limitless Business
The Value Builder Report is the lifeblood of every successful discovery meeting. You give owners confidence by providing them with a fast, trustworthy and industry-specific valuation and a clear roadmap of ways to enhance the value of their company. Owners find our report insightful and actionable, while advisors use them to show how they can help increase a business's worth. Learn how three top advisors implement the report in their discovery process, leverage their deep industry knowledge and utilize Value Builder tools to consistently deliver incredible value to the business owners they serve.
Laura Ferguson
VP, Sales & Business Development
The Value Builder System™
Jason Reilly
Director of Product Marketing
The Value Builder System™
Chris Magsambol
Director, Marketing
The Value Builder System™
Pre-Summit
—–— • –——
Sunday, February 4
•
5:30-7:30 pm
Welcome
Reception
& Registration
Agenda
DAY 1
—–— • –——
Monday, February 5
•
8:00-9:00 am
Breakfast
•
9:00-10:00 am
More Money, Less Time: The Secret to Pricing Your Services
Sam Mendelsohn
•
10:00-10:30 am
Networking Break
•
10:30-11:30 am
Breakout Session
Scoring Success
or
Fish Where the Fish Are
•
11:30-12:30 pm
Lunch
•
12:30-1:00 pm
Networking Break
•
1:00-2:00 pm
The Million Dollar Advisor:
A Blueprint for Building a Seven-Figure Advisory Firm
Cheryl Powers
•
2:30 - 3:30pm
Breakout Session
Salesanomics
or
Centers of Influence
or
1% Secret: How to Charge More
for Your Advice
•
3:30 - 3:45 pm
Networking Break
•
3:45-4:45pm
Value Builder Advisor Panel:
How our Most Successful Advisors Win
Jason Reilly (Moderator)
Linda Ruffenach
Brian Marshall
April Stercula
•
5:30-7:30pm
Social Event (onsite)
DAY 2
—–— • –——
Tuesday, February 6
•
8:00-9:00 am
Breakfast
•
9:00-10:00 am
Unlocking the Hidden
Economy of Business Exits
John Warrillow
•
10:00-10:30 am
Networking Break
•
10:30-11:30 am
Breakout Session
Scoring Success
or
Fish Where the Fish Are
•
11:30-12:30 pm
Lunch
•
12:30-1:00 pm
Networking Break
•
1:00-2:00 pm
Maximizing Growth: Conducting Assessments at Scale and Closing More Deals
Carrie LaDue
•
2:30 - 3:30pm
Breakout Session
Salesanomics
or
Centers of Influence
or
1% Secret: How to Charge More
for Your Advice
•
3:30 - 3:45 pm
Wrap Up
FAQs
How much do tickets cost?
Pricing starts at $1,495 USD.
How do I get tickets?
Click on the "Get Your Ticket" button and you will be prompted to complete a form. By completing the form, you are consenting your account manager to complete the transaction by charging your credit card on file.
Where is the Summit being held?
Omni Orlando Resort at Championsgate. 1500 Masters Blvd, Championsgate, FL 33896, United States.
When is the Summit taking place?
February 4 to 6 2024. We will be hosting a cocktail reception the evening of Sunday, February 4, so we suggest arriving earlier that day.
What comes included in my ticket?
- Access to all Keynote Speeches and Breakout Sessions.
- A welcome reception with light snacks and drinks on the evening of February 4.
- Breakfast and lunch on February 5 & 6.
If multiple members of my team attend, is there a discount?
Yes. Reach out to your Customer Success Manager for details.
As an advisor, it can be easy to hone in on the business in your sales conversations with owners as a tangible pain point your services can help with. However, this approach fails to resonate with some business owners in a way that truly aligns with their needs and goals. In this session, we'll unveil the power of PREScore™ —the pivotal framework that unlocks deeper, more meaningful sales conversations by prioritizing the individual behind the business. Discover strategies that revolve around understanding the Personal, Relationship, and Entrepreneurial elements that influence a business owner's decisions. In fact, our data shows that you will be 2X more likely to land a client versus starting with the Value Builder Score alone, not only enhancing your sales results but fostering long-term trust-based relationships that transcend mere transactions.
Laura Ferguson
VP, Sales & Business Development
The Value Builder System™
You've spent years building your trusted advisor status and know that the wow factor with business owners often starts in your sales conversations. Yet most advisors miss out on the surprising metrics that can boost your sales performance and impact with the business owners you serve. In this power-packed workshop, we'll unveil our research into the metrics you want to consider in today's dynamic market and how you can use this toolkit to refine how you present your services to showcase the greatest ROI of working with you.
Brian Trzcinski
Director, Business Market Development
Mass Mutual
1% Secret: How to Charge More for Your Advice
How do you go from presenting The Value Builder Report to selling your services? There is an art to making the pivot and, in this session, Brian Trzcinski will give you his step-by-step approach. You'll participate in hands-on exercises and brainstorming activities you can take back to your firm.
Sponsored By
Join us in Orlando!
Join us in Orlando!
Marla DiCarlo
Founder
BizNavigators