Easy to use, online tools for client surveys, practice benchmarking, estate planning etc.
Easy to implement, cost effective business management solutions & support.
Customised to your specific business needs.
Align your practice management systems with key profit drivers.
Independent business valuation for advice practices.
On CATScan Client Survey:
“On behalf of our team, I just wanted to say a massive thank you… there are so many takeaways we can use. We will definitely be recommending your services to others!”
“We have discussions with advisors about real life issues and it allows me to become an “insider”. The work we do together demonstrates our commitment and dedication to [the advisor’s] business.” (Customized network program)
“This is gold…
The information in here is invaluable.
Fantastic initiative and probably the most valuable performance tool we have had at our disposal in 16 years of business.”
Part 2 – Do you really know how satisfied your clients are? The only way to be absolutely certain that your clients are satisfied with…
Continuing on from our recent webinar (slides available here: <5 things you and your clients probably don’t know about each other (and probably should)>), this…
Feeling a tad melancholy. Last week’s rain bought with it some unhappy news, as the CEO of a long-standing client informed us that he’s planning…
It wasn’t that long ago that our industry was struggling with too many clients, not enough advisers and a perceived mis-match between fees and value.…
On any given day, in the media or at any industry conference /gathering, it’s a fairly good bet that technology (AI anyone?) will be figuring…
We’ve been pleased to be able to work this year with Iress through their innovative Advisely initiative, which has one of its main objectives to…
