Why is an advisor level important?

The advisor level... Benefits
As an advisor you are able to monitor progress by each client as they work with you. Using an advisor dashboard to track clients' progress can offer several advantages for a business advisor. It can significantly enhance the efficiency, effectiveness, and competitiveness of a business advisor. It can lead to improved client relationships, better outcomes, and a more streamlined and organized advisory practice. Here are some key benefits:

Improved Client Engagement: An advisor dashboard can help advisors engage with their clients more effectively. It allows for easy communication, document sharing, and progress tracking, which can lead to more informed and engaged clients.
Enhanced Client Relationships: By keeping track of client progress and milestones, advisors can build stronger and more personalized relationships. This can lead to increased trust and loyalty, which is crucial in the advisory business.
Efficient Time Management: Advisors can efficiently manage their time by having all client information in one place. This reduces the time spent on administrative tasks and allows more time for strategic planning and value-added services.
Data-Driven Insights: An advisor dashboard can provide valuable data and insights into client behavior, preferences, and needs. Advisors can use this information to tailor their services and recommendations, ultimately improving client outcomes.
Goal Tracking: Advisors can set and track client goals and objectives easily through a dashboard. This helps clients stay on track with their financial or business objectives and allows advisors to provide timely guidance and support.
Risk Management: Advisors can monitor client portfolios and financial health in real-time, enabling them to identify potential risks or opportunities and take proactive measures to mitigate risks or capitalise on opportunities.

Compliance and Reporting: Many advisory businesses are subject to regulatory requirements. An advisor dashboard can streamline compliance by generating reports and maintaining records, ensuring that advisors meet all regulatory obligations.
Scalability: As an advisory business grows, it becomes increasingly challenging to manage multiple clients efficiently. An advisor dashboard can scale with the business, making it easier to handle a larger client base without sacrificing service quality.
Client Education: Advisors can use the dashboard to provide educational materials, webinars, or resources to clients. This can help clients make more informed decisions and understand the value of the advisory services.
Competitive Advantage: Offering an advisor dashboard can be a unique selling point for an advisory firm. It can set the business apart from competitors and attract clients looking for modern, tech-savvy advisory services.
Feedback and Improvement: Advisors can collect feedback from clients through the dashboard, allowing them to continuously improve their services based on client input.
Security and Privacy: A well-designed advisor dashboard can include robust security measures to protect client data and privacy, instilling confidence in clients that their information is safe.

bizezi answers a fundamental question for business advisors...
How to demonstrate the quality of the delivery? A valuable aspect of Bizezi is that it is more than business plan software - it is a business educational tool. In addition to the above Bizezi provides...

•  a consistent platform for business advice
•  confidence to pitch and present their business model and their business plan
•  collaboration process between your advisory service and the client
•  a monitoring dashboard to support client management
•  an archived history of each clients business​

Bizezi provides an education platform where the client can be seamlessly guided by the advisor to develop a deeper understanding of their business.
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The bonus outcome is a business plan that is so much easier to write. And with the extra knowledge so much easier for the client to present their plan to the bank, investors, suppliers, etc.

Bizezi provides layers of detail and insight.