From Neutral to Drive: Accelerating Your
Practice in 2023


From Neutral to Drive: Accelerating Your Practice in 2023

How are you improving your practice in the coming year:

For some advisors, it can feel like your practice is stuck in neutral. Not accelerating ahead or trailing backwards.

But keeping the status quo has its risks.

Fears of an economic slowdown and rising inflation are top of mind for business owners. In response, many are tightening their wallets, making it even more difficult for you to find, win, and keep clients.

If you’re looking to accelerate your practice and want to tackle the new year head on, join us for a webinar on December 1st, at 1:00pm EST.

Laura Ferguson, Vice President, Sales & Business Development at The Value Builder System™ will walk you through how Value Builder helps you:

  • Find business owner clients with ready-made content tested and optimized against 25,000 business owners.
  • Win business owners with tools that convert sales conversations into paying clients.
  • Keep business owners happy by helping them increase the value in their companies.


In Partnership With:


Exit planning is one of the fasting growing industries in the financial/professional services industry and EPI is committed to bringing you the best industry content, right at your fingertips! We are proud to offer hundreds of free webinars each year to keep you current on technical, business development, and special interest topics: designed to help you sharpen your skills and advance your career.

About the Presenter

Laura Ferguson

Laura Ferguson

Vice President, Sales & Business Development,
The Value Builder System™

Laura Ferguson is the Vice President, Sales & Business Development at The Value Builder System™, and her mission is to help business advisors (and their clients) succeed. As a former business consultant and entrepreneur, Laura specializes in helping business owners in the start-up phase with sales, marketing, and operations. In addition, she is a passionate public speaker and mindset coach that enjoys sharing insights into the psychology of selling. Laura continues to bring a customer-first focus into each role she tackles, positively impacting both the publishing and non-profit space before joining The Value Builder System™ in 2017.

The Value Builder System™ is a Practice Management Software that helps Business Advisors automate their processes to win and keep the best clients. Our platform includes tools which enables you to attract, qualify, nurture, convert and advise owners on building the value of their company. The Value Builder System™ offers three cloud-based discovery questionnaires you can use to attract and qualify leads. Our marketing automation platform enables you to nurture and advance your contacts. The Value Builder System™ also includes a valuation algorithm that you can use to benchmark and track the value of your client’s business. Our cloud-based Learning Management System (LMS) enables you to advise your clients through the essential steps of building value.