Praemium Ltd · ASX:PPS

Praemium — Conference Presentation (March 2010)

13 slides from Praemium's conference presentation, March 2010

  1. Slide 1: Challenging 'Best Practice'

    Session: 5B Title by Sue Viskovic Challenging ‘Best Practice’ Facilitator: Sue Viskovic

  2. Slide 2: Bright Ideas

    Bright Ideas HELPING IMPROVE THE BUSINESS OF FINANCIAL ADVICE

  3. 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

  4. 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

  5. Slide 5: 'Best Practice' is Propaganda

    ‘Best Practice’ is Propaganda HELPING IMPROVE THE BUSINESS OF FINANCIAL ADVICE

  6. Slide 6: The Ideal Client / Segmented service offering

    In the red Corner The Ideal Client In the blue Corner Segmented service offering

  7. Slide 7: HELPING IMPROVE THE BUSINESS OF FINANCIAL ADVICE

    HELPING IMPROVE THE BUSINESS OF FINANCIAL ADVICE

  8. 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

  9. Slide 9: What makes a good Business Plan?

    What makes a good Business Plan? HELPING IMPROVE THE BUSINESS OF FINANCIAL ADVICE

  10. Slide 10: HELPING IMPROVE THE BUSINESS OF FINANCIAL ADVICE

    HELPING IMPROVE THE BUSINESS OF FINANCIAL ADVICE

  11. Slide 11: Your favourite Practice Management gems?

    Your favourite Practice Management gems? HELPING IMPROVE THE BUSINESS OF FINANCIAL ADVICE

  12. 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

  13. Slide 13: www.elixirconsulting.com.au

    www.elixirconsulting.com.au HELPING IMPROVE THE BUSINESS OF FINANCIAL ADVICE

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