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Strategic Consulting and Training was formed in 1992 to provide specialist consulting and training services to improve the profitability, scalability, productivity and valuation of financial advisory businesses.
SCAT has developed proven best practice advice models and counts some of Australia's best financial services firms and institutions as clients:
Through Dashboard, SCAT maintains the largest repository in Australia of financial services firm data - Dashboard shows you the characteristics of high profit firms in key performance areas.
We also run the Cultivating Advice program which assists advisers build world-class, advice-led financial planning practices. The Cultivating Advice program provides month by month accountability and follow-up for all participating firms. It is delivered either within specific firms for fast implementation, acceptance and customisation for specific firms or in a workshop approach where like-minded groups of firm Principals workshop the implementation of SCAT's processes every quarter in a Sydney-based location.
We provide customised analysis and advice to a wide range of institutional clients seeking to transform their business to a best practice model.
We are thought leaders to the financial services industry - we regularly contribute analysis and features for the Australian press including Asset magazine and IFA; we have authored several white papers regarding industry trends; we are a regular third-party judge of best-practice advisers; we consult on practice management curriculum for Australian universities and institutions and our consultants are regular speakers on topics of practice growth at national and international forums.