Client reviews – a keystone for success
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…
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.”
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…
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…
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“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…