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

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