In this guide you’ll learn:
- Where to start with your Malartu implementation
- How to setup and customize client accounts
- How to add and present your narrative
- How to leverage automation to scale your advisory services
How to segment your client portfolio and identify the lowest hanging fruit.
Framing boards and blocks for your first accounts
Everything you need to know about setting up client accounts.
How to identify exactly what you want in your niche client boards
Everything you need to know about building boards and blocks.
How to bring your clients into their accounts and start collaborating
A concise breakdown of what to check on before every advisory meeting.
Why (and how) you should manage clients within your accounts
How to set alerts to become a proactive advisor
How to set drive traffic to template boards and land new clients
Revolutionize the way you advise
Malartu + your domain expertise is a recipe for success. Use this guide to learn: