How to prepare a business plan for a Financial Advisor?
Question:
I got a tranee job as a Financial Advisor. I was asked to prepare my business plan. Pleas, maybe someone out there would know how to creat a business plan for a Financial Advisor. I am open to your sugestions and advises.
Thank you,
R.
Answer:
What is your charter of duties?
Some people draw your charter of duties and tragets from the same biz plan. It is a document that will explain your understanding of the company business, what opportunities are there, and how do you intend to contribute to the company.
Try some of these websites:
bplans.com
bizplanit.com
sba.gov
I hope this helps I had to write a business plan for school and it really sucked doing it. Good Luck!!
That is a really general request. I would start with a simple write up of a general business plan, and then expand into your field a bit. There are many sites to help you format the perfect letter.
Why cant u try out for basetrader.com. Its an excellent financial advisor
get a computer program to assist you could help or try small business group local for advice they will assist you
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