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Strategy and Implementation Summary
What is your universal strategy to make your business a winner and how will you accomplish this?
Financial Planner Marketing Strategy
What are the tangible ways you are going to employ in order to market your Financial Planner business to your present and likely clients. You can in addition add the expenses involved in doing this and strategies involved in reducing your marketing expenditure and how your marketing strategy can target your clients better. For instance if you are using Pay Per Click as a approach to target Financial Planner clients you could draw on long tail keyword search phrases preferably than short generic words. This ought to decrease your Pay Per Click costs as well as laser targeting your customers; although it will of course take longer to set up. Read more about marketing strategy.
Financial Planner Pricing Strategy
How have you arrived at your 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 put into service to get the word out as regards your services and products to your potential patrons - 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 competition that you can exploit to your benefit? Are you able to keep your costs lower than your competition so that you are at all times the cheapest? Do you have a first-class place? Are you the pioneer or the only one to supply a product or service? Are you capable of staying ahead of the opposition and if so what enables you to do this? Do you have a good make, 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's going to be something in-between these two, and you need to deliberate long and hard where your business is going to position itself. You can visit this website and get more info about putting your Financial Planner business online.
Sales Strategy
How are you going to get sales for your Financial Planner business in the first place and how are you going to grow or uphold sales as time goes on? How much are your sales going to cost you? Make sure you know what questions to ask of your budding clients and know the answers to likely questions they will ask you. How are you going to build up a relationship with your clients to get prospective 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 Planner business proposal to assist you.
Management Summary
Management Team
Who are the main players in your company?
Financial Planner Organizational Structure
What is the hierarchy of your business - who is in charge of every department in your business?
Personnel Plan
This ought to be a roll of everybody in your company, how much they are 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, short and long term and whether that is expected to alter in the future or not.
Financial Planner Financial Plan
Will you deliver all your own funding or will it be a combination of your funds, bank loans, or angel investors? Do you need help in writing your financial plan?
Financial Planner Break Even Analysis
How long will it take to get your capital investment back by means of sales of your services and products. You should represent this in a graphical format. You can obtain free breakeven analysis including a spreadsheet and simple examples.
Financial Planner Profit and Loss
You can denote this usually in the form of a monthly and yearly bar chart as well as tables. Clearly 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 Planner Cash Flow
You should have tables and charts to present your cash balance and your net cash flow. Download a free cash flowspreadheet.
Appendix
This should incorporate all your fundamental information which makes your business tick. 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 should only be given to would-be investors.
Exit Strategy
How exactly are you going to sell your Financial Planner Business?
Financial Planner Business Plan Page 1 | Financial Planner Business Plan Page 2
Useful Financial Planner Resources
Financial Planner Marketing Plan | Financial Planner Equipment | Financial Planner Online
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