Please note, you will be required to complete the online component of The Certified Value Builder™ training prior to your arrival at the event.
The online training will provide you with:
a detailed understanding of the theory behind The Value Builder Engagement, including
how to diagnose the factors dragging down your client's value
the methodology you will leverage to coach your clients through the process of building value
the twelve unique tools incorporated into each module of The Value Builder Engagement
hands-on practice, using The Value Builder Engagement tools in the advisor portal
During the two-day live training, you will take what you've learned in the online training and put it into practice through a series of case studies and role-play scenarios with an elite group of your peers.
9:00 a.m. – 9:45 a.m. The Vision Finder
During this opening exercise, you’ll fine-tune and articulate your vision as a business coach and identify the type of coach you aspire to be.
9:45 a.m. – 10:00 a.m. Break
10:00 a.m. – 10:45 a.m. The Psychographics of the Entrepreneur
John Warrillow will reveal the surprising findings from his proprietary research into the motivation of the business owner and their attitude towards exiting a business. During this session you’ll discover the differences between a Mountain Climber, a Freedom Fighter and a Craftsperson, and learn how best to position The Value Builder System for each segment of the market.
10:45 a.m. – 11:15 a.m. The Pitch
This roll-playing exercise will allow you to practice your sales presentation and fine-tune your messaging based on each psychographic profile.
11:15 a.m. – 12:00 p.m. Case Study: The Value Builder Assessment
During this session you’ll have the opportunity to practice delivering a Value Builder Assessment. You’ll be given a hypothetical scenario complete with a fictitious business and a corresponding Value Builder Assessment. You’ll have a few minutes to study the assessment and will then be asked to roll play delivering the assessment to the business owner. You’ll then switch roles and have the opportunity to assume the position of business owner being assessed.
12:00 p.m. – 12:45 p.m. Lunch
12:45 p.m. – 1:00 p.m. Knowledge Check
1:00 p.m. – 1:45 p.m. Case Study: The Scalability Finder
During this session you and a group of three other advisors will be asked to complete The Scalability Finder exercise for a hypothetical business that is stuck in “The Owner’s Trap”.
1:45 p.m. – 2:00 p.m. Break
2:00 p.m. – 2:45 p.m. Case Study: Recurring Revenue
In a small working group of your fellow advisors, you’ll be given a case study featuring a business that is struggling to create recurring revenue. You’ll be tasked with developing a short list of ideas for creating automatic customers for this business.
2:45 p.m. – 3:00 p.m. Break
3:00 p.m. – 3:30 p.m. Case Study: The Valuation Teeter Totter
You’ll be assigned to a working group of your fellow advisors and asked to work through a mini-study of a business struggling to create a positive cash flow cycle. Your task will be to turn a negative cash flow cycle into a positive one.
3:30 p.m. – 4:15 p.m. Case Study: The Switzerland Structure
Working in a small team, you’ll be tasked with developing a short list of tactics for helping an owner reduce their exposure to employee turnover. You’ll be asked to consider techniques for both minimizing the probability of employee turnover as well as lessening the impact of employee departures when they do happen.
4:15 p.m. – 5:00 p.m. Case Study: The Short List Builder
You’ll be given a real life scenario featuring a small company that has asked you to help them identify a short list of potential strategic acquirers. Your job will be to identify a short list of companies with a strategic reason to buy your client’s business.
5:00 p.m. – 6:30 p.m. Break
6:30 p.m. – 7:30 p.m. Cocktails
7:30 p.m. Dinner
9:00 a.m. – 10:15 a.m. Leveraging Partners to Build Your Practice
During this session you’ll discover the best partners to help you build your practice. You’ll also discover the unique opportunities associated with partnering with a financial advisor.
10:15 a.m. – 10:30 a.m. Break
10:30 a.m. – 11:15 a.m. Capitalizing on Workshops to Boost Your Funnel
During this session, you’ll learn how our most successful advisors leverage workshops in order to build their practice. You’ll discover the three workshops we offer and when to use each one. You’ll also have the opportunity to start drawing up an outline for your first workshop.
11:15 a.m. – 12:15 p.m. Developing Your Nurture Cycle
During this hands-on session, you will learn how to automate a drip marketing campaign to ensure you are staying top-of-mind with your customers and prospects. Using the Nurture Cycle feature built right into The Value Builder System, you’ll be able to configure your drip campaign to start working for you right away.
12:15 p.m. – 1:15 p.m. Lunch
1:15 p.m. – 2:00 p.m. Value Builder Masterminds
During this session you’ll learn how to set up and moderate your own Value Builder Mastermind Session.
2:00 p.m. – 2:15 p.m. Break
2:15 p.m. – 3:30 p.m. Action Planner
This session will allow you to put what you have learned in the last two days into action by developing a 90-day action plan.
3:30 p.m. – 4:00 p.m. Wrap Up and Next Steps
4 :00 p.m. Adjourn
Terms & Conditions:
Your registration fee includes all meals and course materials. Your registration fee does not include your hotel room. Our team has worked hard to negotiate a great rate for you at this beautiful, newly renovated hotel, located in the heart of the city and right on water!
To take advantage of our very special room rate—$149 US ($198 CAD) per night—please contact your account manager to book your hotel room before September 2nd.
Easily take the Union Pearson Express train from the airport to downtown Toronto in just 25 minutes, with trains departing every 15 minutes, 19 1/2 hours a day.
You are required to bring your own lap top or tablet computer to the training. This course is hands on and will require you to use your computer throughout. A complimentary internet connection will be provided in the meeting room.
You will be responsible to arrange your own transportation to and from the venue.
A full refund will be available for cancellations with at least 60 days notice of the event date. Within 60 days notice of the event, you will forfeit your registration fee if you cancel. You may be able to send a substitute to the training but your substitute would need to apply and the sole decision on whether or not the applicant is a suitable replacement rests with Built to Sell Inc.