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.
“We have been utilising Business Health RTC Software for approximately 4 years… Prior to utilizing Business Health our [registers] were all excel based, where the data was in inconsistent formats… RTC ensures efficient and consistent report production at the click of a button.”
“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 advisors] 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 challenging times, it pays to dial up your communications ‘Challenging’, ‘volatile’ and ‘uncertain’ are appearing more frequently in the mainstream media and are therefore…
I’m sure we’ve all asked the question at one time or another – why is it so hard? Something you thought should be easy, 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 Good news from our latest research… Australian advice clients are staying with their adviser. Business has…
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…
I’m sure you’ve done it too… you’re about to go for a daily walk and even though the forecast is for rain and the skies…
