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This section will help you decide on the suitability of Prestwood for your practice.
Prestwood's growth in Australia is focused on providing software to planners who will genuinely benefit from the service. Prestwood will suit a practice in line with the features below. Those without the following structures would ideally have identified a need to make changes.
The question is: 'where do you want to be in three years' time?'
1. A limited number of clients, serviced at a comprehensive level, with a focus on lifestyle and objectives. Typically no more than 200 core clients per planner.
2. Defined client criteria used to accept or reject new clients.
3. A clear idea of service standards and a commitment to meet them. Innate in this is a clear understanding of the amount, quality and limits of the service/s being offered.
4. Structured checks for dealing with routine tasks such as meetings, administration and processing.
5. Many Prestwood users are fee based and some use commission to offset time charges or servicing costs, otherwise billable to the client.
We are pleased to discuss your specific needs with you to determine how we can be of service. Call now - (02) 4325 5189.
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