The Value Added Institute’s purpose is to assist organizations in developing the corporate culture and the strategic planning required in creating a value added experience system – and providing the education and training necessary to execute your plans.

Our mission is to partner with our clients so they may develop their unique Continuous Compelling Advantage (CCA™), enabling them to execute strategies that will differentiate them from their competitors and break through to become a provider of distinct value for their customers.

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The exclusive process we have created is based on tested, proven methods that consistently produce significant, measurable results.  Our efforts have assisted organizations in growing sales, retaining customers, reducing employee turnover and expanding market share.

The Value Added Institute’s two founders are the former CEO of a major mutual fund company honored as the “Fund Marketer of the Year”, as well as the author of a revolutionary book that reached the #1 spot on Amazon.com’s list of business bestsellers and successful entrepreneur.  With experiences ranging from progressive corporate leadership to membership on the Board of Directors of one of America’s “fastest growing public companies,” the principals of The Value Added Institute don’t just talk business theory – they’ve proven themselves on the front lines as leaders who can execute innovative business strategies that create the results that every organization in any industry desires.

If you would like to see how our programs and consulting might benefit your company, contact us -- we'd love to talk with you about your efforts.

The primary focus of the work of the Value Added Institute is on the development of measurable strategies that create differentiation through value added strategies. This approach enables our customers to enhance their efforts in obtaining and maintaining relationships with High Net Worth clients.

This profitable growth is achieved through Knowledge Building Seminars that teach the drivers essential to the value added approach for acquisition and retention. These seminars are then followed by interactive high content workshops based upon our matrix of Business Development Modules. These modules are augmented by web-based training and professional skill building profiles that dramatically enhance the educational value and retention of the cutting edge material we present.

Click to view the Value Added Institute Product Matrix.