Getting started with interVal the right way sets the foundation for long-term success. Our partners who see the strongest results are the ones who dive in early, adding all of their business clients, connecting data, and using interVal’s insights to drive more meaningful conversations. Those conversations don’t just strengthen your clients’ businesses and help grow their wealth, they also reduce client turnover and create new revenue opportunities for your firm.
Whether you’re just beginning or looking to refine your workflow, here are a few best practices that make all the difference.
interVal is at its most powerful when it has complete, accurate data to work with. The sooner your client information is in the platform, the sooner you’ll start seeing actionable insights that help drive meaningful conversations and uncover opportunities across your portfolio.
Start by adding all of your business owner clients, not just the ones you think may have clear opportunities. It’s easy to assume there’s nothing to uncover with a long-time or stable client, but without looking under the hood of the business, how would you know? Advisors rarely have time to manually dig through all of their clients’ financial information, let alone address the additional questions needed to truly understand a business’s value and health. That is exactly where interVal does the heavy lifting, surfacing insights you might otherwise miss.
The bottom line: getting data into interVal is what unlocks its full potential. The more complete and accurate the information, the more clarity and opportunity you’ll uncover for both your firm and your clients.
The implementation process of interVal is most effective when the whole team understands the why. Even if utilization starts with a small group of advisors using interVal to start proactive client conversations, success grows when everyone sees how the platform supports their work.
Hosting an internal session with interVal’s Success Team and sharing key learnings as you go helps build collective understanding and adoption so that all clients receive the maximum value and support, and our dedicated Support team is always available to assist each of our partners along the way.
Once your client data is in and accurate, that’s where the real value begins. interVal’s insights make it easier for Advisors to see where each client stands today and where they could go next. Use this information to guide discussions about wealth planning, tax strategy, succession, cash flow management, or other areas most relevant to the client. Each conversation becomes more targeted and impactful because it’s grounded in real data.
The best part about using interVal? Upload updated client data year over year so you can keep track of business growth, surface new insights and opportunities, and consistently help clients make informed strategic choices that keep them on track to their goals.
Success with interVal comes from momentum. The more you put in, the more you get out, and our team is here to support you along the way.
Whether you’re just starting or refining your existing process, these steps will help you unlock the full potential of interVal and bring even more value to your clients and your firm.
If you’re not yet an interVal partner but want to see how the platform can support your firm in driving more meaningful client conversations, uncovering opportunities, and gaining clarity across your portfolio, we’d love to show you. Reach out to request a demo or explore how interVal can support your firm’s long-term goals!