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Good Bad Ugly 2020 Report

Good Bad Ugly 2020 Report

by Brad Geelan | Feb 11, 2021 | Business Services, Featured Articles, Financial Services, Practice Management

The Good Bad Ugly 2020 Benchmarking Report is now available. CLICK HERE TO DOWNLOAD THE EXECUTIVE SUMMARY Some key statistics: The total revenue per partner is $1,072,065. An average staff salary is $77,893. Debtors are at 50 days. The average client group fee is...
21 for 21

21 for 21

by Brad Geelan | Jan 22, 2021 | Featured Articles, Financial Services, Practice Management, Technology

Our pick of tech, tips, and tidbits to help you make the most of 2021 It’s not surprising that the second month of the year is already on our doorstep. Time flies when you’re having fun they say – and if you’re not careful, we’ll be staring down 2022 wondering where...
Cybersecurity preparedness in 2021: Threats + trends to know

Cybersecurity preparedness in 2021: Threats + trends to know

by Brad Geelan | Jan 13, 2021 | Client Management, Featured Articles, Financial Services, Technology, Technology Support

You can’t plan for everything. (See: global pandemic.) Yet so much of running a successful business is about proper forecasting. While that certainly includes being an early adopter of key trends, they’re only half the battle when it comes to cybersecurity. The...
Helping your team to work from home: 5 tips & tricks to use technology to your advantage

Helping your team to work from home: 5 tips & tricks to use technology to your advantage

by Brad Geelan | Dec 1, 2020 | Financial Services, Practice Management, Team Leadership, Technology

It’s been a year of learning, change, and adaptation; particularly for how we run our businesses. For many, it’s been the first time we’ve had to work remotely for more than a day or two, quickly re-jigging processes and systems to enable entire teams to keep things...
5 things you should consider before you implement a client portal

5 things you should consider before you implement a client portal

by Brad Geelan | Nov 10, 2020 | Client Management, Document Management, Financial Services, Software Support, Technology

Will 2021 be the year you implement a client portal? Here are 5 things you should consider before you do. As we’ve all become more mobile in the past year, you have likely been looking at your processes, systems, and infrastructure in a new light: Is it simple – for...
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