“Here’s how we do things around here and why” (onboarding a new employee)
You don’t need us to tell you how important your people are. So we won’t, other than to say… they represent the biggest and most…
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 don’t need us to tell you how important your people are. So we won’t, other than to say… they represent the biggest and most…
It is often said that within the first seven seconds of meeting, people will form a solid impression of who you are and start to…
Clients who are self-employed generally have different and more complex advice requirements and, as such, demands (our view) a differentiated approach from their adviser. Given…
Why is it that urgent almost always takes precedence over the important? Is it simply the squeaky wheel impact? Will it really matter if the…
5 tips to getting the most out of working with an external coach. Business plans don’t always work out (as planned …sorry!). It’s been our…
Working from home/hybrid work was ushered in courtesy of the global covid pandemic – in February this year, research* we conducted indicated that a massive…