Our Latest Posts
CAS UPDATE
Application Language Adjustments
For several years we have offered English and American versions of the CAS apps
We are now introducing a Global version and thus we will be over time changing…
SCALING ADVISORY – SIMPLE BUT POWERFUL HACKS (Part Three)
Your standard operating process for how you develop and manage your relationships with your best clients is to help them create their plan and meet with them monthly or quarterly,…
SCALING ADVISORY – SIMPLE BUT POWERFUL HACKS (Part Two)
What do you do when you have a meeting with a potential new client that differentiates you from your competitors and that you can leverage across your practice?
SCALING ADVISORY – SIMPLE BUT POWERFUL HACKS (Part One)
It aint rocket science. If you are finding it difficult to scale advisory in your practice then start with the following. First of all you are not going to succeed…
IS BUSINESS ADVISORY A RED HERRING?
Do you feel your clients would be more interested in a personal balance sheet or a business balance sheet?
CAS UPDATE
A new app patch has just been released which updates an image within the Strategic Planner and also includes the following previous updates to CASv6. Minor text adjustments Display and…