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 advisory 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.”
A lot has been written over the years about the importance of workplace culture – it is the subject of thousands of books and is a major component in every management and leadership course. By its nature, culture is ever-present and continually evolving in line with the ideation and leadership of the time. In recent times, it has become more of a hot topic in Australia due to the Royal Commission and the numerous regulatory actions flowing from it. Over…
As most business owners tell us, it’s hard to find (and then keep) good people – especially in an industry such as financial services, whose image has been somewhat tarnished over the past two years. Overlay this with newly emerging industries (read exciting) who are competing for good people, it’s clear that the battle to find and retain is getting harder for advice firms. Some key stats derived from our latest analysis of Australia’s advice businesses (Future Ready VIII) add important…
Of all the interactions an adviser has with his/her client throughout the year, there’s no doubt in my mind that the review is the most important. And before I get into it, the description of these meetings as ‘reviews’ suggests a ‘looking back into what’s happened’ approach. I much prefer to describe these meetings in a more positive sense – ‘progress to plan’ for example. This is one of my favourite topics about which it seems I’ve written and presented…
