Turn Data Insights Into Action

Turn Data Insights Into Action

Wealth advisors who serve SMB owners have a unique chance to elevate their advisory role by leveraging interVal’s insights. By interpreting this data and turning it into action, advisors can help clients not only manage but actively grow their businesses. Here are some tactical ways to transform interVal insights into effective client engagements.


Highlight Specific Insights as Conversation Starters
Set a regular cadence to review interVal’s data insights with clients. For instance, if interVal identifies excess working capital, bring this up in a client meeting and discuss options, such as investment or alternative allocations. This establishes a pattern of active, insightful engagement and shows clients you’re focused on helping them maximize their business potential.


Launch “Insights Briefings” for Clients
Send a personalized briefing based on interVal’s Business Reports. Summarize the data and suggest opportunities or strategies based on it. These touch points make data a tangible part of your advisory service, reinforcing the unique value of your relationship.


Use interVal to Identify Key Insurance Needs and Act Immediately
When interVal’s data reveals specific insurance needs, such as underinsured shareholders’ agreements, use this as a prompt to meet with clients about policy adjustments. This demonstrates that you’re not only managing risk but are actively optimizing their security as their business grows.

By using interVal’s insights to fuel data-driven discussions, wealth advisors can forge deeper connections with SMB clients. Each insight shared strengthens the client-advisor relationship and sets your firm apart as a strategic partner in both business growth and wealth management.


Author: Karen Chalmers