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Strategy and Implementation Summary
What is your general stratagem to make your business a success and how will you attain this?
Investment Management Marketing Strategy
What are the real ways you are going to use in order to market your Investment Management business to your existing and would-be customers. You can additionally add the overheads involved in doing this and strategies involved in lowering your marketing outlay and how your marketing strategy can seek out your clients better. For instance if you are using PPC as a way to target Investment Management patrons you may well use long tail keyword search phrases preferably than short generic words. This ought to condense your Pay Per Click expenses as well as laser targeting your clients; though it will of course take longer to set up. Read more about marketing strategy.
Investment Management 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 implement to get the sound out concerning your services and products to your likely clients - 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 rivalry that you can exploit to your gain? Are you capable of keeping your expenses lower than your competitors so that you are continuously the cheapest? Do you have a first-rate site? Are you the pioneer or the only one to supply a service or product? Are you capable of staying in front of the opposition and if so what enables you to do this? Do you have a good identifying mark, trademarks, patents or a licence?
Web Strategy
Are you going to have no website whatever 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 ought to contemplate long and hard where your business is going to position itself. You can visit this website and get more information concerning putting your Investment Management business online.
Sales Strategy
How are you going to pick up sales for your Investment Management business in the first place and how are you going to intensify 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 possible clients and know the answers to likely questions they will ask you. How are you going to shape a bond with your patrons to get prospective sales from them? How are you going to scrutinize 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 Investment Management business proposal to assist you.
Management Summary
Management Team
Who are the chief players in your business?
Investment Management Organizational Structure
What is the hierarchy of your business - who is in charge of every division in your business?
Personnel Plan
This should be a list of each person in your business, 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 apt to alter in the future or not.
Investment Management Financial Plan
Will you contribute all your own funding or will it be a mix of your wealth, bank loans, or angel investors? Do you need help in writing your financial plan?
Investment Management Break Even Analysis
How long will it take to get your capital investment back through sales of your products and services. You ought to represent this in a graphical format. You can obtain free breakeven analysis including a spreadsheet and simple examples.
Investment Management Profit and Loss
You can denote profit and loss 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 base. You can obtain a free profit and loss spreadsheet to assist you.
Investment Management 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 include all your important info 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 ought to only be given to potential investors.
Exit Strategy
How exactly are you going to sell your Investment Management Business?
Investment Management Business Plan Page 1 | Investment Management Business Plan Page 2
Useful Investment Management Resources
Investment Management Marketing Plan | Investment Management Equipment | Investment Management Online
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