In today’s competitive wealth landscape, advisors aren’t just competing on performance, they’re competing on perception. The advisors who win new business aren’t just managing portfolios; they’re leading conversations, building trust, and proving that they understand what matters most to business owners.
That’s where thought leadership meets proactive advisory, and where interVal can become your most powerful marketing ally.
1. Build Credibility by Owning the Conversation
Business owners crave advisors who “get it.” They don’t want a sales pitch. They want insights that make them think differently about their company’s value and their personal wealth. By consistently sharing thought leadership content, blog posts, webinars, podcasts, even quick LinkedIn takes. You position yourself as the advisor who understands the intersection of business and personal finance. And remember, as our VP of Marketing and Partnership, Karen Chalmers, shares in a recent CMO Convo podcast episode, “You don’t need permission to be a thought leader, just a point of view and the courage to share it.”
interVal gives you the data and the narrative to back that up, illustrating trends, opportunities, and risks in a way that connects directly to wealth planning. For example, an advisor who regularly shares insights like “Three ways business owners can turn excess working capital into long-term wealth” (powered by interVal scenarios) shows not just knowledge, but relevance.
When you can demonstrate how operational decisions affect enterprise value, you elevate yourself from “advisor” to strategic partner.
2. Turn Thought Leadership Into Action
Content without context can feel hollow. The real magic happens when you turn awareness into action, and interVal makes that transition seamless.
Imagine this: You share an article or speak on a podcast about why business owners should treat valuation as an ongoing health metric, not a one-time event. A prospective client reaches out, intrigued. Instead of jumping straight into a pitch, you offer to demonstrate what that looks like, by running their data through interVal.
Within minutes, you’re showing tangible insights into where their business stands today and what it could be worth tomorrow. That’s not marketing fluff, that’s evidence.
interVal becomes your bridge between thought leadership and client engagement: it gives you something real to show. You’re not telling prospects that you can help them build wealth, you’re showing them exactly how.
3. Scale Trust Through Consistency
Thought leadership is a long game, but the advisors who win it are the ones who stay visible, valuable, and consistent. By integrating interVal into your ongoing marketing, you can create a rhythm of proactive insights, regularly sharing learnings that tie back to business health, valuation trends, and strategic decision-making.
And when clients or prospects see that you have a structured, data-driven process to support your advice, their confidence in you grows.
Thought leadership isn’t just about being seen. It’s about being trusted.
With interVal, you can anchor your marketing and client conversations in something tangible, real data that tells a wealth story. It’s a simple but powerful formula – lead with insight, prove your value early, and let interVal do the heavy lifting behind the scenes.
That’s how you turn your marketing into momentum, and your expertise into growth.
