Sample Financial Advisor Business Plan

Set goals for yourself for the accomplishment of the many tasks necessary in starting and managing your business successfully. Write down the goals in measurable terms of performance.Break major goals down into sub-goals, showing what you expect to achieve in the next two to three months, the next six months, the next year, and the next five years.

Set goals for yourself for the accomplishment of the many tasks necessary in starting and managing your business successfully. Write down the goals in measurable terms of performance.Break major goals down into sub-goals, showing what you expect to achieve in the next two to three months, the next six months, the next year, and the next five years.

The business will offer clients accounting services with the oversight of an experienced accountant at a price they can afford.

To do this involves hiring additional accountants, tax preparers (staff accountants) and accounting managers.

What this means is that you should see what is working and try to duplicate it. I'm also the author of numerous books, mostly in the area of small business management. -- This free book contains techniques and strategies I've learned during my 31 year small business career.

Why go through all the trouble of inventing something new, that you don't even know will ever work, when you can easily learn from and duplicate something that has been a proven success? I've been involved in small business for the past 31 years of my life, as a business coach, manager of a Financial Advisor firm, a seminar leader and as the owner of five successful businesses. Here's what you'll discover in the 'How to Start a Financial Advisor Business' book: How to determine the feasibility of your business idea - a complete fill in the blanks template system that will help you predict problems before they happen and keep you from losing your shirt on dog business ideas.

Beside each goal and sub-goal place a specific date showing when it is to be achieved. While the effort required to reach each sub-goal should be great enough to challenge you, it should not be so great or unreasonable as to discourage you.

Do not plan to reach too many goals all at one time. Plan in advance how to measure results so you can know exactly how well you are doing. If you can’t keep score as you go along you are likely to lose motivation.

When a new client asks for help in achieving a goal, what is your first question? Many advisors do not, or the plans they have drawn are ineffective because they are too complicated or are consulted too infrequently. This one page business plan will help document what you are trying to accomplish, for whom, the general strategy for how you will do it, and focus on the next step necessary to get there. It is meant to be an easy worksheet you can update periodically to help remind you of what is important and keep you pointed toward your goal.

(For a more comprehensive strategic planning tool, one good resource is Gazelles.

They include financial education classes and a manufacturing leasing service, which will be offered to the same ongoing clients and to its new client base in neighboring Elkhart County as it adds three new offices there.

[COMPANY NAME] has set the following objectives: [COMPANY NAME] seeks to provide tax, accounting and consulting services at a more affordable cost to individual and small businesses in both Lagrange and Elkhart Counties, in Indiana.