1. We make it easier to train your team to deliver advisory services
• Contextual Framework ‘plots’ the curriculum.
• CPD Log lets you record your learning progress.
• Just in Time Learning reduces ‘Mental Saturation’.
• ‘Drop Down Layers’ makes for Easy Observation of Team.
• 2-Way Search Function helps you find content that is ‘client suitable’.
• CPD Log lets you record your learning progress.
• Just in Time Learning reduces ‘Mental Saturation’.
• ‘Drop Down Layers’ makes for Easy Observation of Team.
• 2-Way Search Function helps you find content that is ‘client suitable’.
2. We make it easier to win new clients & up-sell existing services
• On-line Quizzes Let you Learn if the ‘Timing’ is Right.
• Pre-meeting Videos Prime your Client for the Meeting.
• Volatility Graph (via Xero API) Encourages Client to ‘Act Now’.
• Formal Sales Coaching Content and Contact Scripts Reduce Team Member Nerves, Improves Conversion.
• Content Evidence Puts the Client at Ease.
• Pre-meeting Videos Prime your Client for the Meeting.
• Volatility Graph (via Xero API) Encourages Client to ‘Act Now’.
• Formal Sales Coaching Content and Contact Scripts Reduce Team Member Nerves, Improves Conversion.
• Content Evidence Puts the Client at Ease.
3. We make it easier to manage the workload of client advisory
• Menu Management – ‘Controlling the Reveal’ helps ‘Buy Time’.
• Automated Reminders Keep Everybody Moving Forward.
• External Advisor Option Promotes Centre of Influence Relations.
• Existing Templates Stop You From ‘Reinventing the Wheel’.
• Automated Client Service Plan Enforces Structure & Regularity.
• Growth Framework Promotes Leveraged Delivery – either by Team or Via Workshops.
• Automated Reminders Keep Everybody Moving Forward.
• External Advisor Option Promotes Centre of Influence Relations.
• Existing Templates Stop You From ‘Reinventing the Wheel’.
• Automated Client Service Plan Enforces Structure & Regularity.
• Growth Framework Promotes Leveraged Delivery – either by Team or Via Workshops.
4. We make it easier for clients to engage and feel excited about their business.
• Education Frameworks let clients ‘fill in the blanks’.
• ‘Private Learning’ via videos, models & reading content improves understanding & reduces client embarrassment.
• Searchable ‘Solution Based’ Service Menu makes it easier to ask for help.
• Automated Action Plan reminders for use with the whole team. (internally)
• ‘Outside’ professionals can also collaborate within the portal.
• Everything’s in one place.
• ‘Private Learning’ via videos, models & reading content improves understanding & reduces client embarrassment.
• Searchable ‘Solution Based’ Service Menu makes it easier to ask for help.
• Automated Action Plan reminders for use with the whole team. (internally)
• ‘Outside’ professionals can also collaborate within the portal.
• Everything’s in one place.
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“Advisor-e makes adding value to my clients easy! As an example, I just had a client ask me about selling shares to staff. All I had to do is review the Advisor-e template and modify it to suit my style; hours of preparation saved!”
Vanessa Williams: Director, Chair of Asia Pacific Region, Alliott Group. |
Did you know accountants are like movie stars? |
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