Structured. Relevant. High-value.
The Situation:
A small business owner and his partner in life book a meeting to review their income protection. They’re self-employed, manage employees, and carry multiple responsibilities—the conversation could easily go off track without the right structure.
How DutyAdvisor Helps:
DutyAdvisor organizes the essentials: legal status, social protection scheme, employee count, beneficiary designations… It then guides the advisor through key topics: sick leave, disability, income continuity, liability coverage.
The Result:
Structured, personalized, and compliant advice. A reassured client. And a professional image reinforced.
Every business meeting is a chance to prove your added value.
DutyAdvisor — Drive performance. Ensure compliance.
Give your business consultations the structure they deserve.
DutyAdvisor helps you secure your advice and showcase your expertise.
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