Hearing what’s unsaid (4)
HEARING WHAT’S UNSAID …understanding what your clients may not be telling you This article is the fourth in our series of Business Health insight pieces…
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.”
HEARING WHAT’S UNSAID …understanding what your clients may not be telling you This article is the fourth in our series of Business Health insight pieces…
HEARING WHAT’S UNSAID (3) …understanding what your clients may not be telling you This article is the third in a series of Business Health insight…
HEARING WHAT’S UNSAID (2) …understanding what your clients may not be telling you This is the second article in our Insight series drawn from the…
HEARING WHAT’S UNSAID (1) …understanding what your clients may not be telling you This article is the first in a series of Business Health insight…
According to our latest analysis of Australian financial planning firms, (Future Ready VIII, Jan 2020), 55% of clients are aged 60+, while 45% are now retired. The baby…
Top 2021 Employee Benefit Trends in the USA As recently reported in Professional Planner, an annual survey conducted by the global recruitment firm, Robert Walters,…