Busier than mustard trying to ketchup?
From my regular discussions with advisers all over the country it’s clear that, they are doing everything in their power to assist their clients during…
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.”
From my regular discussions with advisers all over the country it’s clear that, they are doing everything in their power to assist their clients during…
The correlation between feedback & profitability has remained a constant feature in data analysis for 20 years From my regular discussions with advisers all over…
“Never waste the opportunity offered by a good crisis” Niccolo Machiavelli, Italian diplomat, writer and philosopher, 1469 – 1527 Perhaps the greatest upheaval for many…
There is not one advice business in the country that would not describe itself as “client centric”. This has become the buzz phrase of the…
The headline takeout from our recently released industry analysis (Future Ready VIII) is undoubtedly the dramatic reduction in average client numbers per firm from 715…
A lot has been written over the years about the importance of workplace culture – it is the subject of thousands of books and is…