Wealth management is changing fast, and if you want to stand out, you need more than just great service—you need the right tools to market your firm and keep clients engaged. That’s where business valuation insights come in.
At interVal, we believe business valuation shouldn’t just be a one-time event—it should be a powerful marketing tool that keeps you top of mind with clients. That’s why we’re kicking off this blog series to show you how to use interVal’s data-driven insights to position your firm as a proactive, client-focused advisor.
In our first post, we’ll cover how business valuation can fuel your growth strategy. From using valuation insights in client communications to offering personalized valuation reports as lead magnets, we’ll explore practical ways to showcase your expertise and attract new clients.
Next, we’ll talk about goal-setting with SMB clients and how interVal’s goal-tracking features can help you engage clients in a more meaningful way. When you help business owners track and celebrate their progress, you don’t just advise them—you build lasting relationships.
Finally, we’ll dive into how to turn interVal’s insights into action. We’ll share tips on using data to spark important financial conversations, identify opportunities, and proactively address risks—showing clients you’re not just reactive but ahead of the game.
This series is all about using business valuation as a smart, strategic way to market your firm.
1. Turning Business Valuation into a Growth Strategy
2. Setting and Tracking Goals with SMB Clients
3. Turn Data Insights Into Action
Author: Karen Chalmers
