Over the years I’ve learned that the most successful firms don’t just deliver great service—they show clients how their efforts translate into real, measurable progress. By turning client success into a visible, shareable story, advisors can position themselves as strategic partners and attract new clients while deepening existing relationships.
Goal-setting is a vital part of effective wealth management for SMB clients. interVal’s goal-tracking functionality provides advisors with a structured way to set, monitor, and celebrate milestones with clients. Lets explore some practical ways to make goal-tracking an ongoing, engaging process that drives both client and firm growth.
Use Goal-Setting as an Initial Service Offering
When onboarding new clients, introduce interVal’s goal-setting features as part of your standard offering. Host an initial goal-setting session where you help clients define business growth targets and link them to their personal wealth objectives. This positions you as an advisor committed to their long-term success right from the start.
Set Annual “Goal Check-In” Meetings to Reassess and Refine
Schedule annual meetings to review client progress against their interVal-set goals. Use these sessions to discuss adjustments based on interVal’s latest data. For example, if a client is approaching a goal sooner than expected, discuss new stretch goals or other strategies to leverage their progress. This keeps your engagements active and forward-focused.
Share Visual Goal Progress Reports as a Marketing Tool
interVal provides you with visual progress reports for each client, emphasizing their achievements and the strategic milestones they’ve reached. With permission, anonymized versions of these reports can be used in marketing to showcase your firm’s role in helping clients meet their goals. It’s a powerful way to illustrate the effectiveness of interVal while demonstrating your commitment to tangible client outcomes.
Goal-setting with interVal turns wealth management into a dynamic, participative process for SMB clients. Advisors who use these goal-tracking insights establish deeper, value-driven relationships and show clients that they are a true partner in achieving business and financial success.
Author: Karen Chalmers
