EvaluSys - Articles , EvaluSys EventsEvaluSys - Articles , EvaluSys Eventshttps://www.evalusys.com/blogs/evalusys-eventsThu, 26 Mar 2026 07:50:07 -0700http://zoho.com/sites/<![CDATA[EvaluSys Event -- Pre-Engagement Due Diligence: 8 Factors That Undermine Engagement Success]]>https://www.evalusys.com/blogs/post/Event-July-8-2025This EvaluSys Webinar features Dr. Larry Gard, Ph.D. Psychology, and designer of the EvaluSys Engagement Readiness Assessment™, a powerful pre-engagement due diligence tool examining eight key factors that influence client behavior.]]>
Many advisory client relationships face severe headwinds due to factors such as the client's previous experience with advisors, attitude toward change, and openness to new ideas.  By understanding these factors up front, advisors can tailor their approach to better align with their clients' needs, ensuring more productive and successful engagements.

This EvaluSys event, "Pre-Engagement Due Diligence:  8 Factors That Undermine Engagement Success", features Dr. Larry Gard, Ph.D. Psychology, and designer of the EvaluSys Engagement Readiness Assessment™, a powerful pre-engagement due diligence tool examining eight key factors that influence client behavior. 

A recording of this event is available on the EvaluSys YouTube Channel (click to visit). 

What you will learn:
  • How to identify key factors influencing client behavior.
  • Techniques to manage client expectations and harness client qualities.
  • Strategies to improve advisory relationships and client success.

Watch the discussion between EvaluSys CEO Tom Bixby and Dr. Larry Gard to learn how this unique tool can transform your advisory practice and lead to more effective and rewarding client relationships.

]]>Fri, 06 Jun 2025 15:34:00 -0400<![CDATA[Webcast: Make Business Owner Workshops Relevant with EvaluSys®]]>https://www.evalusys.com/blogs/post/workshops-webcast-July-2023Are you a business advisor interested in developing content-rich, engaging educational workshops for owners of small and middle-market businesses? ]]>
Are you a business advisor interested in developing content-rich, engaging educational workshops for owners of small and middle-market businesses? 

If that sounds like you, join EvaluSys Founder & CEO Tom Bixby on Monday, July 24th, 2023 as he explains and demonstrates how the EvaluSys® Workshops feature allows you to tailor program content to the needs and challenges of program participants, resulting in highly relevant, high-value programs to connect and engage with business owners.

During this 45-minute online program, you'll learn how EvaluSys technology can help you produce workshops to engage business owners in meaningful way, bringing great value to them.
Watch the recording of the July 24th Webcast
]]>Tue, 25 Jul 2023 10:50:00 -0400<![CDATA[Introduction to EvaluSys Value Growth Architecture Webcast]]>https://www.evalusys.com/blogs/post/Webcast_061523Learn about using EvaluSys Value Growth Architecture™ to build Value Growth Action Plans for middle-market companies in a special webcast.]]>
Value Growth Architecture™ brings together the diagnostic power of the Business Wellness Diagnostic Series™ and business value growth financial projection tools to take middle-market business strategic planning to a whole new level.

If you are interested in learning about using EvaluSys Value Growth Architecture™ to build Value Growth Action Plans for middle-market companies, join me on Thursday, June 15th, 2023 for a special "Introduction to Value Growth Architecture" webcast.

During this 45-minute online program, you'll learn how EvaluSys technology can establish a roadmap to predictable value growth.
Watch a recording of our June 15th Webcast on YouTube
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