The Guide to Advising with Analytics

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In this guide you’ll learn how to:

Start in advisory package planning

Learn how to segment your current client portfolio, set initial advisory goals, and wireframe out a pilot

Setup your analytics offering and pricing model

Learn how to create new accounts in Malartu and manage your margins so you’re always running a profitable operation

Uncover what your client challenges are and build relevant analytics

Learn best practices for uncovering client challenges so you can build the most valuable analytics packages possible

Run effective advisory meetings

Learn best practices for preparing and running top-tier advisory meetings

Present data effectively

Learn best practices for sharing findings and collaborating with clients

Scale your advisory operations

Learn how to leverage templates and alerts to scale niche insights across your entire client base.

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