 |
 |
|
|
 |
Strategy and Implementation Summary
What is your general stratagem to make your business a winner and how will you go about this?
Financial Intermediary Marketing Strategy
What are the real ways you are going to draw on in order to promote your Financial Intermediary business to your existing and potential clients. You can in addition add the costs involved in doing this and strategies involved in lowering your marketing overheads and how your marketing strategy can seek out your clients better. For instance if you are using PPC as a way to target Financial Intermediary clients you may employ long tail keyword search phrases significantly than short generic words. This ought to lower your PPC outlay as well as laser targeting your patrons; even though it will of course take longer to set up. Read more about marketing strategy.
Financial Intermediary Pricing Strategy
How have you arrived at your prices for your products and services? 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 put into service to get the word out about your services and products to your possible customers - are you going to do media releases, hold 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 advantage? Are you able to keep your expenditure lower than your competition so that you are continuously the cheapest? Do you have a prime position? Are you the pioneer or the only one to supply a product or service? Are you capable of staying in front of the rivalry and if so what enables you to do this? Do you have a good identification, trademarks, patents or a licence?
Web Strategy
Are you going to have no website whatsoever or an all singing and dancing website with bells and whistles on? In most scenarios it is going to be something in-between these two, and you ought to reason long and hard where your company is going to position itself. You can go and see this website and get more information in relation to putting your Financial Intermediary business online.
Sales Strategy
How are you going to acquire sales for your Financial Intermediary business in the first place and how are you going to boost or preserve sales as time goes on? How much is every sale going to cost you? Make definite you know what questions to ask of your likely customers and know the answers to likely questions they will ask you. How are you going to construct a connection with your patrons to get future sales from them? How are you going to observe 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 Intermediary business proposal to assist you.
Management Summary
Management Team
Who are the key players in your business?
Financial Intermediary Organizational Structure
What is the hierarchy of your company - who is in charge of each division within your business?
Personnel Plan
This should be a directory of everybody in your business, their payment and what if any share options they have for now and in the future. You can also add what type of contracts they have, short and long term and whether that is prone to change in the future or not.
Financial Intermediary Financial Plan
Will you bring all your own funding or will it be a mixture of your funds, bank loans, or angel investors? Do you need help in writing your financial plan?
Financial Intermediary Break Even Analysis
How long will it take to get your investments back in terms of capital outlay by means of sales of your services and products. You ought to represent this in a graphical format. You can obtain free breakeven analysis including a spreadsheet and simple examples.
Financial Intermediary Profit and Loss
You can embody profit and loss in the form of a monthly and yearly bar chart as well as tables. Obviously these ought to be revised as your business goes along on a monthly base. You can obtain a free profit and loss spreadsheet to assist you.
Financial Intermediary Cash Flow
You ought to have charts and tables to illustrate your cash balance and your net cash flow. Download a free cash flowspreadheet.
Appendix
This should consist of all your important information which makes your business operate efficiently. This ought to 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 should only be given to potential investors.
Exit Strategy
How exactly are you going to sell your Financial Intermediary Business?
Financial Intermediary Business Plan Page 1 | Financial Intermediary Business Plan Page 2
Useful Financial Intermediary Resources
Financial Intermediary Marketing Plan | Financial Intermediary Equipment | Financial Intermediary Online
Find a different business plan...