connect with clients on a deeper level
+ generate advisory opportunities
Let your clients tell you what’s important to them. Identify their key priorities and uncover gaps at both business and personal levels. The WITY (What’s Important To You?) online gap analysis allows you to offer additional relevant services to your clients based on their high value needs.
Establish client needs + requirements prior to your meetings, so you know more + can be much more valuable
Identify the most important goals for your clients, personal + business, so you can offer clear direction + action
Easily convert discovered priorities into billable work by matching them with your service offering via a deeper understanding of what clients value
Build professional reports for your clients, listing actions + schedules, while automatically linking these opportunities into ARM CRM
start driving your client engagement today
start introducing new areas of advice
from only $30/mth*
*Monthly subscription price dependent on staff number, requires a version of ARM. Click SUBSCRIBE NOW to view the pricing for your organisation.