The way you introduce Brillian to a client sets the tone for the entire experience. A clear, honest framing gets better results than a hard sell — most business owners respond well when they understand what they're getting and what it costs them.
Start with a simple observation
Many advisors find it effective to lead with something like: "I work with a lot of business owners, and one thing I've noticed is that most don't have a clear, current picture of what their business is worth — even though it's often their biggest asset. There's a platform called Brillian that can give you that picture, and I wanted to make sure you had access to it."
This frames Brillian as something you're offering proactively on their behalf — not a product you're selling.
Be clear about what the client receives
Let them know they'll receive:
A full, IRS-compliant business valuation
A valuation presentation walking through the methodology and findings
An Edge Report with benchmarking, goal tracking, and optimization insights
Access to Brillian's advisory programs, including guided review sessions with a credentialed expert — see Does Brillian offer advisory services? for options
Keep it low-pressure
There's no cost to the client to participate, and no obligation. Once they've expressed interest, send your unique referral link using the pre-approved email template — the rest is handled by Brillian.
Questions?
Reach out to [email protected]