Download The Getting Started Guide For Advisors

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In this guide we walk through

  1. Using open-ended questions to uncover client challenges

  2. How to build blocks and boards in Malartu

  3. How to price your advisory package

  4. How to collaborate with clients through annotations

  5. How to connect various data sources

  6. How to focus on specific KPIs to drive value and prove ROI

Featured in this guide

Featured
156 Key Performance Indicators (KPIs) for Finance and Accounting
156 Key Performance Indicators (KPIs) for Finance and Accounting

Leading indicators best represent the business’s headlights and tell you where the company is going and what obstacles to watch out for. By the time your financial statements alert you to an issue, it’s too late, but by mixing certain operational data points with financial data you can provide leading indicators for your team to avoid pitfalls.

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How to analyze your client portfolio to find an advisory niche
How to analyze your client portfolio to find an advisory niche

Like any other undertaking, building a valuable advisory service offering means you need to make a plan.

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