Are we there yet (wherever ‘there’ is)?
‘No, I’m not aware of my employer’s business goals for the next 12 months’ – unfortunately this is a response we regularly receive when we’re…
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.”
‘No, I’m not aware of my employer’s business goals for the next 12 months’ – unfortunately this is a response we regularly receive when we’re…
We’ll be releasing our full analysis on the business ‘health’ of Australian advice practices towards the end of this year (the tenth in our series…
It’s a question we are often asked; how can advice practice ‘A’ be charging its clients more than advice practice ‘B’ located just down the…
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…