How it works
Online Business Valuation for financial advisors, wealth managers, RIAs, insurance professionals and other financial professionals isn’t just an online software tool, it’s an entire system. Designed by industry experts, the marketing and sales kit shows you how to get more leads and build your business using Online Business Valuation as a “door opener” for your current and prospective clients.
1
Sign up with ValuSource to get access to the software
When you sign up for Online Business Valuation for financial advisors, wealth managers, RIAs, insurance professionals and other financial professionals you gain access to:
- Unequalled free support from qualified valuators and marketing pros.
- A proven lead generating marketing kit.
- Sales and marketing training developed by one of the top marketing professionals in the country.
2
Review the great marketing content to help you Promote
Everything you need to generate leads for your business!
3
Send emails and make calls – offer free valuation
Email templates and phone scripts are included.
4
Complete valuation with prospect
Deliver a detailed valuation, including a “Business Performance Score”, to your client within an hour.
5
Review report with your client or prospect
Shows how their business compares with businesses sold in their industry.
6
Great introduction
Starts discussion that can help you sell your services.
