Advisor-e Offers 3 Solution Packages
Tailored 'Skills' Coaching Programmes to develop Advanced Facilitation & Sales Skills For You and Your Team.
We drive the learning; we facilitate the role play sessions to ensure skills are polished and we ensure the structure is present (and being applied) to achieve your advisory service objectives. Skills coaching programmes require an additional investment; run for a defined period and cover the specific skills you (and your team) wish to learn and rehearse. Once the programme is completed you pay only the software fee. |
Comprehensive Content Packages Supported With Regular Feedback Sessions to Ensure Content & Software Awareness.
We support your existing learning programme by ensuring you and your team are fully aware of the content options & software features to make advisory services easier. We remove the fear of 'missing out' on a template or software feature. |
Reduced or 'Clean-skin' Content Packages for Firms With Existing Content & Learning Programmes that Simply Seek an Advanced Hosting Platform.
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See The Advisor-e Client Advisory Portal In Action!
2 Of The Biggest Concerns Firms Have With Business Advisory Software Is; "How Do I Find What I Need, and How Do We Find The Time To Learn When We're Already Mentally Saturated?"
Watch The Videos Below To See How We Solve These Issues...
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Take A Quick Look!
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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!”
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"Advisor-e gave me the confidence and tools to begin offering regular business coaching in both one on one, and group sessions. However you start - your clients want and deserve more help than just completing compliance services. They are willing to pay..... as accountants we have to sell the value, which we can show via advisor-e, and give our clients better solutions than we have in the past."
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"This software is a game changer; it completely shifts the way our team can engage with clients...”
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Vanessa Williams: Director,
Chair of Asia Pacific Region, Alliott Gro |
Michelle Nunes-Vaz. Director, Tax & Trust. Auckland.
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Mark Tynan. Director,
Ashton Wheelans. Christchurch. |
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Import Your Client Details & Financial Data from Xero; Make the Preparation for Advisory Easy...
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Meet the Coaches
Our mission is to close the skill gap between directors and senior managers, and support them in providing authentic client solutions.
Mike BarnesFounder
Head of Operations Mike’s unique understanding of personality types combines with practical consultancy experience, to deliver meaningful facilitative frameworks for accountants & their clients.
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Alex Von JagwitzBusiness Development Manager
New Zealand Alex has a unique combination of skills that make him ideal in support of an accounting firm wishing to dramatically increase their business advisory services.
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