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.