 |
 |
|
|
 |
Strategy and Implementation Summary
What is your general line of attack to make your business a winner and how will you attain this?
Financial Planning Marketing Strategy
What are the definite ways you are going to exercise in order to market your Financial Planning business to your present and likely clients. You can what's more add the expenses involved in doing this and strategies involved in reducing your marketing expenses and how your marketing strategy can seek out your clients better. For instance if you are using PPC as a structure to target Financial Planning patrons you may well employ long tail keyword search phrases to a certain extent than short generic words. This ought to slash your Pay Per Click expenses as well as laser targeting your clients; even though it will of course take longer to set up. Read more about marketing strategy.
Financial Planning Pricing Strategy
What stratagem did you use to get your selling 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 employ to get the sound out regarding your products and services to your likely 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 advantage above your rivals that you can exploit to your benefit? Are you able to keep your overheads lower than your competition so that you are continually the cheapest? Do you have a first-class site? Are you the originator or the only one to provide a product or service? Are you capable of staying in front of the competition and if so what enables you to do this? Do you have a good name, 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's going to be something in-between these two, and you need to contemplate long and hard where your business is going to position itself. You can go and see this website and get more information about putting your Financial Planning business online.
Sales Strategy
How are you going to pick up sales for your Financial Planning business in the first place and how are you going to build up or uphold sales as time goes on? How much is every sale going to cost you? Make sure you know what questions to ask of your possible clients and know the answers to likely questions they will ask you. How are you going to encourage a connection with your customers 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 Planning business proposal to assist you.
Management Summary
Management Team
Who are the most important protagonists in your business?
Financial Planning Organizational Structure
What is the hierarchy of your company - who is in charge of each division inside your business?
Personnel Plan
This ought to be a register of everybody in your company, their remuneration 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 liable to alter in the future or not.
Financial Planning Financial Plan
Will you bring in all your own funding or will it be an assortment of your capital, bank loans, or angel investors? Do you need help in writing your financial plan?
Financial Planning Break Even Analysis
How long will it take to get your investments back in terms of capital outlay by means of sales of your products and services. You ought to represent this in graphical form. You can obtain free breakeven analysis including a spreadsheet and simple examples.
Financial Planning 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 should be revised as your business goes along on a monthly base. You can obtain a free profit and loss spreadsheet to assist you.
Financial Planning Cash Flow
You ought to have charts and tables to display your cash balance and your net cash flow. Download a free cash flowspreadheet.
Appendix
This should bring in all your key 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 ought to only be given to probable investors.
Exit Strategy
How exactly are you going to sell your Financial Planning Business?
Financial Planning Business Plan Page 1 | Financial Planning Business Plan Page 2
Useful Financial Planning Resources
Financial Planning Marketing Plan | Financial Planning Equipment | Financial Planning Online
Find a different business plan...