T Ray Phillips
The CoreValue Business Planning System allows me to get to the heart of what matters to my clients most 90% quicker. We can discover what their business is actually worth, what their unfound potential is and most importantly WHY they are missing the mark.
The CoreValue Assessments get them motivated to WANT to take action closing the gaps to increase their business value and options for future transitions.
I’ve gained new business clients by using the the PROTECT module, a tool designed exclusively for MassMutual– because I know they can’t access it anywhere else. Business Advisor colleagues are astounded by the power of the tool and in turn have introduced me to their clients because of PROTECT. It’s a win/win for everyone.