Financial Advisor Business Plan

Hi,

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.

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.

2006-05-21 22:01:47 by Rivkah

financial advisor business plan

I am going thru the interview process with Smith Barney and one of their requirements is to form a business plan of how I plan on reaching the requirements within in a 2 year period. Has anyone put a business plan together or can give advice on how to put one together and in what format?

Purchase a "Business Communications" textbook at the second-hand bookstore in your town. They will most definitely have reports and business plans which you can use as a guide.

2006-09-25 16:51:37 by Mirjana

Price: $30.00

I am starting my own business as a Business Advisor. I am slso planning on contaction financial institutions for training their officers involved with change management. I have over twenty years experience in the banking industrials.


What books would you suggest that I read for starting a consulting business. My focus will be doing seminars and workshops on topics such as: Preparing and following a business plan; How to prepare to ask for money to help your busniess grow from a Bank; Pit falls starting your business, and pit falls to avoid when your business finally takes off, etc.

I have information that will assist you. I've created a reading list of consulting books on Amazon. You may also join the Yahoo! Group The Consulting Institute. I started the group and it has information you can download and review. From that site, you can download newsletters and other documents that may help you in your practice building. You can also google my name, Elwanda Bennett - to see what other data you can gather. Success to you in your practice development; we need qualified people like yourself to help others as they build their businesses.

2007-01-01 12:51:22 by D S

Price: $44.95

I want to know what you think of the site and how useful it is for buying or selling a book of business.

I am one of the executives here at FP and would be happy to provide you a free login so you can get in "behind the scenes" and see what the site is all about. There are certainly listings available, but many of our users are also looking for tools and information, which is large portion of the site. If you are interested in a login, send me an email at davidjr@businesstrans.com and I will take care of it.

2008-04-03 18:04:52 by j

I am 64 and own my own small business. How do I find someone who is paid by the hour and has a deep and broad understanding of estate planning, when to start taking Social Security, etc, etc. I have heard that most "financial advisors" make money by selling insurance policies. I have nothing against insurancy policies but I want someone whose income is dependent on his real skills. Is there such a thing as a National Certified Financial Advisor association?

You may find some freelance financial advisors at website like http://www.getafreelnacer.com/ .

2008-04-21 06:04:46 by Wes W