In honour of Phil Guest – lessons that should not be forgotten
It was the saddest of news… one of the ‘best’ financial advisers I had ever known passed away a few weeks ago. And while we…
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.”
It was the saddest of news… one of the ‘best’ financial advisers I had ever known passed away a few weeks ago. And while we…
We’re currently in the process of finalising our latest analysis of the ‘health’ of Australian advisory practices (Future Ready VIII) and have noticed a few…
A good friend of mine lost his son to cancer not long ago, something no parent should ever have to experience. Even though this would…
“It’s hard when you’re up to your armpits in alligators, to remember you came here to drain the swamp” – Ronald Reagan, President of the USA…
Not a week goes by without yet another industry stat estimating that at least 25% of advisers will be leaving the industry over the next…
In the 1997 Australian movie classic, The Castle, friend and local (inept) solicitor Dennis Denuto strives to answer the judge’s questioning of his action on…