Wealth advisors collect a lot of data.
But here's the question: how much of that data actually gets used to drive meaningful conversations and strategy?
At interVal, we see a growing disconnect, not from a lack of data, but from a lack of activation.
Every advisory firm collects data. It’s fundamental to discovery meetings, planning conversations, and ongoing reviews. But that data often ends up siloed in CRMs, spreadsheets, or tucked away in reports that get pulled out once a year, or only when something big happens (like a business sale, ownership transition, or estate planning moment).
The result? Missed opportunities to deliver insight when it matters most.
Why This Matters
Your clients, especially business owners, are navigating complex financial ecosystems. And they’re often making decisions without full visibility into how their business value, personal wealth, and long-term goals connect.
As their advisor, you may already have access to the raw data that can unlock those conversations.
But only if it’s used.
Examples of Untapped Data:
- Financial statements are collected, but are they being used to monitor shifts in business value or the long-term sustainability of cash flow?
- If key financial ratios are available, are they being benchmarked against peers to uncover hidden risks or opportunities?
- Growth goals are discussed, but is valuation and business health data being used to measure progress and guide business planning alongside investment strategy?
Most advisory firms already have the answers their clients are searching for. They simply need the tools to surface them, clearly, consistently, and proactively.
Turning Passive Data into Active Advice
At interVal, we work with advisors who are shifting from reactive to proactive.
They’re using business valuation as a live data point rather than a static number. They’re bringing key financial insights into planning conversations. They’re asking better questions, earlier, with more context.
And clients are noticing.
Because when you can say, ‘Here’s how the value of your business has changed and here’s what that means for your long-term plan,’ you’re not just providing a service. You’re building trust, credibility, and lasting impact.
The Opportunity is Already There
Advisors already collect the data. The next step is activating it.
Not just once a year. Not just at retirement. But throughout the entire client journey.
There’s insight in the data you already have, and interVal is here to help you use it.
Author: Candice Besselaar
