Every advisor wants to grow. But the leap from good to great isn’t about adding more services or chasing the next product. It comes down to one thing: relevance—especially when your client is a business owner.
Good advisors help clients manage money.
Great advisors go further. They connect the dots between business goals, personal wealth, and long-term vision—delivering value that actually resonates with how their clients live, work, and think.
And for business owners? That level of relevance is everything.
Business owners live in a world that most financial plans only glance at. They don’t separate “business” from “personal”—because in their reality, the two are fully intertwined. Their wealth is locked up in the business. Their future depends on how it performs and how it transitions. Their risks and opportunities are shaped by operational decisions, market trends, and succession plans—not just portfolio returns.
They are underserved by traditional wealth planning models. But for the advisors ready to meet them where they are, that gap is a massive opportunity.
Advisors who stand out in this space are doing a few things differently:
They don’t just offer ideas—they bring tools and insights that create clarity. They shift the conversation from vague ambition to measurable strategy.
That’s what earns trust. That’s what builds stickier relationships. That’s what drives referrals.
At interVal, we see this every day: when advisors start treating the business as the centerpiece of the plan, everything changes.
Suddenly, the client feels seen.
The advisor becomes indispensable.
And wealth strategies become grounded in the realities of the client’s world.
That’s the power of financial data and automation working together. When an advisor has a live view into business performance, valuation trends, and strategic opportunities—they show up with insight, not just advice.
They go from managing money…
to guiding legacy.
From solving for retirement…
to shaping the future of a company, a family, and a community.
The truth is, most advisors want to deliver more value. They want deeper relationships. They want growth that’s aligned with their purpose.
The path forward isn’t complicated. It’s just often overlooked.
Start with the business.
Support the owner.
Be the advisor who gets it.
At interVal, we give advisors the technology and data to do just that—every day, at scale, and with impact.
Because being good is fine. But being great? That’s where the real value lives.