{"id":271207,"date":"2025-06-03T21:04:00","date_gmt":"2025-06-03T21:04:00","guid":{"rendered":"https:\/\/peraltafinancing.com\/business\/investing\/how-to-scale-your-advisory-services-with-technology\/"},"modified":"2025-06-03T21:04:00","modified_gmt":"2025-06-03T21:04:00","slug":"how-to-scale-your-advisory-services-with-technology","status":"publish","type":"post","link":"https:\/\/fivemor.com\/?p=271207","title":{"rendered":"How to scale your advisory services with technology"},"content":{"rendered":"


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Scaling your advisory operations is all about repeatability and process. <\/p>\n

Repeatability<\/em> in how you implement with clients as they subscribe to your advisory service. <\/p>\n

Process<\/em> in how you provide unique and relevant insights to that client\u2019s business.<\/p>\n

By this point, you should have met with a handful of clients over your accounts, noted their feedback and come up with ideas to improve. This is an iterative process. <\/p>\n

Iterating on executive boards<\/h2>\n

Your templates are the products that supplement your service, so this is your chance to become a product manager.<\/p>\n

Our favorite product question to ask customers at Malartu is this:<\/p>\n

As you ask customers these questions, make sure you relay valuable information to your partner advisor – we want to deliver these things for your client. <\/p>\n

Submit templates to your success manager<\/h2>\n

Once you\u2019ve taken the feedback from your initial accounts, you\u2019ll probably land on the V2 of your executive board and maybe a handful of specific boards to your niche. <\/p>\n

As we outlined before, submit these boards to your Malartu success team and we will templatize these. Boards can be listed publicly in our insights exchange or privately to just your portfolio. <\/p>\n

We\u2019ll get into how you can use public boards to build your business in the next module.<\/p>\n

Set goals and alerts across accounts<\/h2>\n

With the number of client accounts growing, it\u2019s time to start thinking about how to scale relevant advice to more clients. <\/p>\n

One of our core values<\/span><\/a> at Malartu is \u201cCreate Leverage.\u201d Leverage = creating maximum output from a given input. <\/p>\n

In this case, we will maximize the output of your advisory services by setting alerts for the key metrics clients are tracking to improve their business. <\/p>\n

Even within your niche, these metrics can be different for each and every client. For example, a dentist who just took over a new practice is going to have different goals than one who is preparing for a sale. They will be tracking different KPIs. <\/p>\n

On Malartu you can set an acceptable goal range for any metric, and set alerts to send to any person via email, Slack, or SMS. <\/p>\n

Here\u2019s how to set alerts for any metric<\/a><\/p>\n

Want some inspiration for different alerts you could set? Check out Reallygoodanalytics.com<\/p>\n

When alerts are firing, you can move from being a reactive advisor to a proactive consultant, solving issues before they become major problems. <\/p>\n

Ready to supercharge your advisory services? Download our guide to advising with analytics.<\/h2>\n<\/div>\n