Seven essential truths about working from home
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…
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.”
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…
It’s no surprise that against a global background of political, economic and societal change, we’re noticing increasing levels of disengagement in business – between employer,…
‘No, I’m not aware of my employer’s business goals for the next 12 months’ – unfortunately this is a response we regularly receive when we’re…
We’ll be releasing our full analysis on the business ‘health’ of Australian advice practices towards the end of this year (the tenth in our series…
It’s a question we are often asked; how can advice practice ‘A’ be charging its clients more than advice practice ‘B’ located just down the…
Lots happening to kick off 2023 but a couple of stats from US based financial software company, YCharts, in particular caught our attention; according to…