What got you here today, may not get you there tomorrow
For financial advice practices wanting to maintain a viable business, doing nothing is not a valid option when facing a significant wave of changes to…
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.”
For financial advice practices wanting to maintain a viable business, doing nothing is not a valid option when facing a significant wave of changes to…
One in four Australian advice practices have developed a clear plan for their business going forward.* These practices have made decisions as to where they want…
The most successful practice mergers employ a number of simple strategies which allow them to bring two distinct groups of staff together with minimum downside…
Most clients are now looking to their adviser to guide their personal finances through these ‘challenging’ times. ‘Challenging’, ‘volatile’ and ‘uncertain’ are appearing more frequently…
” Why is it so hard?” I’m sure we’ve all asked this question at one time or another, when something we expect to be quick…
Advice practices were in the forefront of Australian businesses to quickly adapt to the covid enforced lockdowns of the last two years and adjust to…