Through our latest Future Ready IX analysis, we know that 70% of advice practices are run by a single owner and, in the majority of these cases, risk management is poor. Think key person and succession planning, for example.
The CATScan dataset now contains feedback from over 45,000 Australian clients, all of whom are using the services of a financial adviser. As such, these findings are unique in the Australian advice marketplace and exclusive to Business Health. We hope you find them of interest and value as you build out your plans for the year(s) ahead.
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Updated 2 months ago
Version 3.0
Terry-Bell
Advisely Partner
Advisely Partner