Wealth in motion does not come from a salary. It comes from business owners.
They control the assets. They drive the liquidity. They determine the future of your firm's AUM.
Yet, for most of the wealth management industry, the business itself remains a black box. Advisors are experts at managing wealth after it is harvested, but they are blind to the machine that generates it.
You cannot engage early if you cannot see the signals that matter.
The Parallel Problem
The structural gap is obvious. Today, business planning and financial planning run in parallel tracks that rarely cross.
- Financial data sits in your CRM, organized but isolated.
- Business data sits with the owner, fragmented and constantly changing.
Because these worlds don't meet, you get pieces of the story, never the full picture. You might know a retirement date, but you don't see the liquidity momentum or risk exposure building inside the company.
This visibility gap forces you to be reactive. You discover a transition when it is already over.
Visibility, Not Workflow
The industry’s default response is to buy more "workflow tools." We convince ourselves that if we process data faster, we will grow.
But this is not a workflow issue. It is a visibility issue.
Optimizing your back office does not help you see a succession trigger three years before it happens. To win, you do not need to be more efficient. You need to be present.
interVal is not a workflow tool. It is a Visibility Engine. We unify business and financial planning to surface value inflection points before the client asks.
Early Advisors Win
When firms shift from "managing assets" to "monitoring businesses," the metrics change immediately.
IG Wealth Management is the proof. By using a visibility engine to uncover business opportunities, they saw:
- 6x better AUA Net Flows
- 3x better insurance sales
They stopped guessing. They led with confidence instead of reacting to client news. They stopped waiting for the liquidity event and started shaping the strategy.
The Choice
The market is splitting into two camps: Winners who see signals, and Losers who wait for the event.
If you cannot see the business, you cannot win the owner. The engagement window opens years before the transaction occurs.
Ask yourself the one question that matters: Can I afford to keep showing up late?.
