‘Be your Best’

Darryn Snooks,CFP, DipFP, SA Fin, GAICD

Customer Mgt Operational ExcellenceInnovation

Client Value Proposition

Fin

anci

als

Cli

ent

Sat

isfa

ctio

nIn

tern

al

Pro

cess

esP

eop

le

Growth Productivity

Increase in Shareholder Value

Outcomes

Strategies

DRAFT XX yr Strategy Map for XXX

Strategies

Strategies

Strategies

Outcomes

Outcomes

Outcomes

Innovation Customer Management Operational Excellence

Fin

an

cia

lsC

lie

nt

Sa

tis

fac

tio

nIn

tern

al

Pro

ce

ss

Pe

op

le

Growth Productivity

Outcomes

Strategies

2 yr Strategy Map for Trilogy FP to June 2006

Introduce Holistic Approach to Financial Planning - process & implementation

Develop and enhance quality COI strategy

$3M Revenue

Develop a passive client strategy (and active strategy to uplift, including mentoring junior advisers)

Existing clients upgraded into higher category and service

packages

Holistic Offering

Retention of key staff

Develop a career planning / pathing strategy

• Reduce Principal Dependency via total resource application

• Refine & document A2C processes

•

Develop strategy for achieving organic growth or potential acquisition.

40% of TDR new business

Design, develop & implement service packages & categorise clients accordingly

All clients on service packages

Process Dependant Business including

streamlined & efficient A2C

Skilled, competent and motivated people

Introduce Graduate Program and a mentoring & personal development program

Categorising to identify valued clients & align to service packages - ongoing model

Pricing structure/model developed & implemented

25% profit/Rev Ratio

Build a robust referral process & reward / recognition structure

Attract ideal clients

Fully Segmented Client Base

Practice Manager 2 CSMs per Snr Adviser

Create Effective Organisational Structure & job descriptions / accountabilities

Research appropriate awards

Implement appropriate risk controls

$7M Bus Value

Survey & understand what clients value. Implement process to ensure delivery is aligned to client value.

Satisfying & delivering to client needs

(honouring agreement)

Recognised as a leading business, both

in FS and general business

Employer of choice

Develop a Recruitment policy and a motivating reward & recognition structure

Strategies

Strategies

Strategies

Outcomes

Outcomes

Outcomes

Client Value Proposition

Increase in ShareholderValue

Innovation Customer Management Operational Excellence

Fin

an

cia

lsC

lie

nt

Sa

tis

fac

tio

nIn

tern

al

Pro

ce

ss

Pe

op

le

Growth ProductivityIncrease in Shareholder

Value

Outcomes

Strategies

1 yr Strategy Map for Trilogy FP to June 2005

Introduce Holistic Approach to Financial Planning - process & implementation

Develop a passive client strategy (and active strategy to uplift, including mentoring junior advisers)

Existing clients upgraded into higher category and service

packages

Holistic Offering

Retention of key staff

Develop a career planning / pathing strategy

•

Develop strategy for achieving organic growth or potential acquisition.

40% of TDR new business

Design, develop & implement service packages & categorise clients accordingly

All clients on service packages

Categorising to identify valued clients & align to service packages - ongoing model

Pricing structure/model developed & implemented

25% profit/Rev Ratio

Build a robust referral process & reward / recognition structure

Attract ideal clients

Fully Segmented Client Base

Practice Manager 2 CSMs per Snr Adviser

Create Effective Organisational Structure & job descriptions / accountabilities

Research appropriate awards

Implement appropriate risk controls

$7M Bus Value

Recognised as a leading business, both

in FS and general business

Employer of choice

Develop a Recruitment policy and a motivating reward & recognition structure

Strategies

Strategies

Strategies

Outcomes

Outcomes

Outcomes

Client Value Proposition

• $150 K - 5 new Corp clients• $150K - 50 new clients from CoI’s • $300K from acquisition and organic growth

• Reduce Principal Dependency via total resource application

• Refine & document A2C processes

• Survey & understand what clients value• Design, develop and implement services packages

Introduce Graduate Program and a mentoring & personal development program

Owner:

Owner:

$2.1M Revenue

Satisfying & delivering to client needs (honouring agreement)

Owner:

Process Dependant Business including streamlined & efficient

A2C

Skilled, competent and motivated people

Owner: