Practice Management by the Numbers (2 of 7)
You can’t manage what you can’t measure, this has been one of our key messages ever since we launched Business Health in 2000. And while…
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.”
You can’t manage what you can’t measure, this has been one of our key messages ever since we launched Business Health in 2000. And while…
You can’t manage what you can’t measure, this has been one of our key messages ever since we launched Business Health in 2000. And while…
You can’t manage what you can’t measure, this has been one of our key messages ever since we launched Business Health in 2000. And while…
It’s fair to say that there will be a good deal of soul searching, mirror gazing and earth moving in the world of financial advice…
I can recall the moment vividly – it was mid November 2018 and the last day of a three-day conference which had been attended by…
In recent blogs I have commented about the wisdom at this time, to seek feedback from your clients – how are they perceiving the service…