I’m not a customer. Can I join?

You sure can. The sessions are complimentary for existing customers and new friends.

What if I register but can't make it?

It’s all good. You can register for another session at a more convenient time.

Will the session be recorded?

We don’t record these demos but if you miss one or want a refresher, you’re welcome to register for another.

Can I ask questions?

Absolutely! These sessions are for you. Bring your questions and participate during Q&A.

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How to Become Your Client's Trusted Advisor

PART 1

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.