It’s all about the vibe!
In the 1997 Australian movie classic, The Castle, friend and local (inept) solicitor Dennis Denuto strives to answer the judge’s questioning of his action on…
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.”
In the 1997 Australian movie classic, The Castle, friend and local (inept) solicitor Dennis Denuto strives to answer the judge’s questioning of his action on…
We’ve just begun to analyse our latest dataset (based on practices who have ’HealthChecked’ their business over the last 18 months). And while there is…
In New York City in the 1990’s the NYPD under Police Commissioner Bratton and Mayor Guiliani implemented a number of strategies to combat the rising…
The Royal Commission into Misconduct in the Banking, Superannuation and Financial Services Industry has exposed a number of fundamental weaknesses in the Australian system. And…
Who’s advising the advisers? As is always the case, successful business owners will embrace the challenges of 2019 and look to take advantage of the opportunities they…
It seems to me that one of the key fundamentals for an advisory business to become and remain successful is to ensure that the client’s…