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.”
Most clients are now looking to their adviser to guide their personal finances through these ‘challenging’ times. ‘Challenging’, ‘volatile’ and ‘uncertain’ are appearing more frequently…
” Why is it so hard?” I’m sure we’ve all asked this question at one time or another, when something we expect to be quick…
Advice practices were in the forefront of Australian businesses to quickly adapt to the covid enforced lockdowns of the last two years and adjust to…
Accepting a new referral shouldn’t be the automatic response. Consider your options, especially when you’re already stretched. There is good news from our latest research……
We were delighted earlier this week, in conjunction with Midwinter Financial Services, to release the results of our latest analysis on the ‘health’ of Australia’s…
So, what’s the forecast for your practice in 2022? Financial advice practices will predictably be operating with numerous ‘uncontrollables’… I’m sure you’ve done it too……
