Are you staying or going? Do your clients know?
Clients don’t know your plans for the future until you tell them. But they can make assumptions (as can their children). In this piece we…
Easy to use, online tools for client surveys, practice benchmarking, estate planning etc.
Align your practice management systems with key profit drivers.
Easy to implement, cost effective business management solutions & support.
Customised to your specific business needs.
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.”
Clients don’t know your plans for the future until you tell them. But they can make assumptions (as can their children). In this piece we…
Louise Biti, Founder and Director of Aged Care Steps, recently wrote about the new Aged Care Act which is poised to come into effect on…
What we can learn from US advice firms Two BH principals recently returned from working with clients in the US and while they mostly worked…
In our last article we discussed the notion that, for many, more is being said than actually done. Lots of talking and not enough walking.…
For many business owners, uncertainty, coupled with a straightforward lack of time to focus on the big picture (and we all know what that’s like!)…
Whether you’re buying, selling or merging an advice business there will be a number of factors at play which, while not perhaps garnering the attention…