• Structure your BDM* team's client/store support meetings around an annual plan.

  • Compile your delivery templates to add value to your BDM's meetings.
 
  • Align team training & marketing departments behind your annual plan.
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  • Observe client actions post meeting.

(*BDM - Business Development Manager)

A Business Networking Portal Used To
​Centralise Templates & Control User Access.

See How Advisor-e Works...

Choosing The Right Software For
​Your Team's Client Meetings

Here's A List Of The Key Features Designed To
​Help Your Team In The Field

  • 72 Industry Specific Scenario Models Makes It Easy to Engage & Excite Your Clients. They 'Flush Out' Your Client's Business Assumptions & Align Your Team With The Client's Objectives.
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  • Our Automated Action Plan Reminders (Project Management Report) Means Your Client's 'Do More' Based On Your Management Reporting Meetings. (And Reduce Post Meeting Admin)
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  • Our Client Service Plan Illustrates The Plan Ahead, Makes Site Navigation Simple & The Automated Client Meeting Reminders Makes It Easy to 'Get Everybody There'.
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  • Our External Advisor feature allows your sales/support team to be supported in the field by 'back-office' team members and the client's current professional network such as Accountant, Lawyer or Financier.

    Book Your 30min Demo
​Our Advisory Services Software makes it easy for business owners to plan and execute with all their advisors, in one place.
If you’re ready to get more of your team delivering more advisory services, to more of your clients, we’d encourage you to request a demo by completing the form today.
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