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Strategy and Implementation Summary
What is your general stratagem to make your business a success and how will you achieve this?
Financial Consultant Marketing Strategy
What are the concrete ways you are going to use in order to market your Financial Consultant business to your present and would-be clients. You can furthermore add the overheads involved in doing this and strategies involved in reducing your marketing expenses and how your marketing strategy can seek out your patrons better. For example if you are using Pay Per Click as a technique to target Financial Consultant patrons you may perhaps employ long tail keyword search phrases rather than succinct generic words. This should slash your Pay Per Click expenses as well as laser targeting your patrons; even though it will of course take longer to set up. Read more about marketing strategy.
Financial Consultant Pricing Strategy
What line of attack did you use to get your selling prices for your services and products? Are you going to use cost-plus pricing, limit pricing, loss leaders, market-oriented pricing, penetration pricing, price discrimination, premium pricing, predatory pricing, contribution margin-based pricing, psychological pricing, dynamic pricing, target pricing, absorption pricing, high-low pricing, marginal-cost pricing, odd pricing, freemium or pay what you want pricing?
Check out this article on pricing up your products
Promotion Strategy
What promotion strategies are you going to implement to get the word out about your services and products to your would-be patrons - are you going to do media releases, run events, networking, sales pitches, follow-ups, have promotional products?
Business Competitive Edge
Do you have some benefits above your rivals that you can exploit to your benefit? Are you capable of keeping your overheads lower than your competitors so that you are at all times the cheapest? Do you have a superlative place? Are you the original or the only one to supply a service or product? Are you capable of staying ahead of the rivalry and if so what enables you to do this? Do you have a good class, trademarks, patents or a licence?
Web Strategy
Are you just going to have nothing at all or an all singing and dancing website with bells and whistles on? In most case it is going to be something in-between these two, and you need to contemplate long and hard where your company is going to position itself. You can pay a quick visit to this website and get more info in relation to putting your Financial Consultant business online.
Sales Strategy
How are you going to generate sales for your Financial Consultant business in the first place and how are you going to intensify or sustain sales as time goes on? How much are your sales going to cost you? Make certain you know what questions to ask of your budding customers and know the answers to likely questions they will ask you. How are you going to make a bond with your patrons to get yet to come sales from them? How are you going to monitor your sales? Do you want to increase your sales?
Formulating a good business proposal will increase your chances of getting a sale. Use this sample Financial Consultant business proposal to assist you.
Management Summary
Management Team
Who are the key protagonists in your company?
Financial Consultant Organizational Structure
What is the structure of your company - who is in charge of every division within your business?
Personnel Plan
This should be a register of each person in your business, how much they get paid and what if any share options they have for now and in the future. You can also add what type of contracts they have, long and short term and whether that is likely to alter in the future or not.
Financial Consultant Financial Plan
Will you bring all your own funding or will it be a combination of your cash, bank loans, or angel investors? Do you need help in writing your financial plan?
Financial Consultant Break Even Analysis
How long will it take to get your investments back in terms of capital outlay through sales of your products and services. You should represent this in a graphical format. You can obtain free breakeven analysis including a spreadsheet and simple examples.
Financial Consultant Profit and Loss
You can represent this usually in the form of a monthly and yearly bar chart as well as tables. Clearly these should be revised as your business goes along on a monthly basis. You can obtain a free profit and loss spreadsheet to assist you.
Financial Consultant Cash Flow
You ought to have tables and charts to show your cash balance and your net cash flow. Download a free cash flowspreadheet.
Appendix
This ought to involve all your chief information which makes your business operate efficiently. This should be your business financials - so all your tables of numbers, tax returns, inventory estimates and personal and business credit history information. The information in the appendix is highly confidential and ought to only be given to likely investors.
Exit Strategy
How exactly are you going to sell your Financial Consultant Business?
Financial Consultant Business Plan Page 1 | Financial Consultant Business Plan Page 2
Useful Financial Consultant Resources
Financial Consultant Marketing Plan | Financial Consultant Equipment | Financial Consultant Online
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