Praemium Ltd · ASX:PPS
Praemium — Conference Presentation (March 2010)
13 slides from Praemium's conference presentation, March 2010
Slide 1: Challenging 'Best Practice'
Session: 5B Title by Sue Viskovic Challenging ‘Best Practice’ Facilitator: Sue Viskovic
Slide 2: Bright Ideas
Bright Ideas HELPING IMPROVE THE BUSINESS OF FINANCIAL ADVICE
Slide 3: Ask the experts
Ask the experts An expert is someone who is more than 50 miles from home, has no responsibility for implementing the advice he gives, and shows slides. HELPING IMPROVE THE BUSINESS OF FINANCIAL ADVICE
Slide 4: Our Philosophy
Our Philosophy • There is nothing so useless as doing efficiently that which should not be done at all. • “Best Practice” is a furphy. HELPING IMPROVE THE BUSINESS OF FINANCIAL ADVICE
Slide 5: 'Best Practice' is Propaganda
‘Best Practice’ is Propaganda HELPING IMPROVE THE BUSINESS OF FINANCIAL ADVICE
Slide 6: The Ideal Client / Segmented service offering
In the red Corner The Ideal Client In the blue Corner Segmented service offering
Slide 7: HELPING IMPROVE THE BUSINESS OF FINANCIAL ADVICE
HELPING IMPROVE THE BUSINESS OF FINANCIAL ADVICE
Slide 8: Business Plan - Increase in profitability
Business Health Future Ready IV Report October 2009 Business Plan - Increase in profitability Partially Documented Business Plan? 48% Effective* Business Plan 165% *Documented plan, monthly progress to plan reporting and at least annual reviews. HELPING IMPROVE THE BUSINESS OF FINANCIAL ADVICE
Slide 9: What makes a good Business Plan?
What makes a good Business Plan? HELPING IMPROVE THE BUSINESS OF FINANCIAL ADVICE
Slide 10: HELPING IMPROVE THE BUSINESS OF FINANCIAL ADVICE
HELPING IMPROVE THE BUSINESS OF FINANCIAL ADVICE
Slide 11: Your favourite Practice Management gems?
Your favourite Practice Management gems? HELPING IMPROVE THE BUSINESS OF FINANCIAL ADVICE
Slide 12: Online subscription to receive regular e-articles and updates
Online subscription to receive regular e-articles and updates HELPING IMPROVE THE BUSINESS OF FINANCIAL ADVICE
Slide 13: www.elixirconsulting.com.au
www.elixirconsulting.com.au HELPING IMPROVE THE BUSINESS OF FINANCIAL ADVICE