Financial Advisor Marketing Plan

Im currently 19yrs old and I want to make a financial plan for my future. I have a job now but am getting laid off in 2 months. I have 15k in the bank from savings (money market account). Im very business saavy. I have read plenty of books relating to business and investing. One thing in common that ive acquired from the books are that I should go to a financial advisor and set up a financial plan for my future. Remember... i want to start a business between my 20-30years of age. Is it recommended to go to a financial planner now even though i wont be having a job for a while? I honestly just want a good layout of a plan that will get me to starting a business and becoming financially secure.

Go ahead and get started now. Even if you don't have much to invest, anything you put away now will reap big benefits later.

I'm partial to Edward Jones Investments. We've been clients for almost 15 years. The company philosophy is very steady and calm; you won't get pestered to trade stocks back and forth (churning). Their analysts don't even look at anything that has been on the market less than 5 years.
Their customer service record is top in the industry.

2008-01-16 16:04:37 by Jamal a

www.OnlineProfitStrategy.com Do you have a marketing plan for business? Here's the first step...

R.S. INVESTMENTS
MONA .CHHALWANI
GERNAL MANAGER


Wrote letter to PRESIDENT OF INDIA, SEBI,EDUCATION MINISTER,INCOME TAX DEPARTMENT,NATIONAL STOCK EXCHANGE


MONA .MADAN. CHHALWANI GERNAL MANAGER for

‘’ RS INVESTMENTS ‘’

As per survey taken by ‘’RS.INVESTMENT’s’’ 68% of people in Mumbai don’t know
How to manage their finance neither they can afford to pay the high fee of financial advisor

In today’s world getting knowledge for ur finance is very important. But when we ask for any knowledge the CFP do charge to manage our finance

I have written to president and education minister regarding this that there should be subject in every stream after 12th STD where student can understand about capital market and financial market. So according to that each an every individual can plan there finances.
At this time they do have basic knowledge and some chapter of stock market which is not enough.

I have also sent a original copy of letter which has been signed by 15 different college principal’s, And over 1200 students which include F.Y.JC, S.YJC,
(F.Y, S.Y, T.Y) B.COM, BBI, BMS, BSC.



‘Barclaycard’ brand name and big bank in U.K to help their customer what they did they went and given interest free period for all the card holder who lost their job in this global meldown
they also reduce the interest rate for all the customer and also min payment was reduce from 2.50% to 2.00% which help the customer a lot in U.K.they also started giving advice over the phone to all customer how to manage their finance in this global melldown,and they didn’t charge for that free financial advice.

When they can do it why cant we give free financial advice where India is an developing country


Savings Bank Account ,Money Market Funds (also known as liquid funds) ,Bank Fixed Deposit (Bank FDs) ,Post Office Savings Schemes (POSS), Public Provident Fund (PPF) ,Company Fixed Deposits (FDs) ,Bonds and Debentures , Mutual Funds

These are the basic things where we should be having knowledge about
And I demand for free advise in today’s market so that the people in India should save money not book losses in capital market

Every time when there is big market correction we always here suicide cases through out India

I will be writing to BOMBAY STOCK EXCHANGE as well to get each and every broker and operator should be given training for capital market advice and financial advice So while making trade for their client the can make their suggestion as well

I have carefully read your question. This question involved the financial policies of the Govt. of India over which you have no effective control. I don't agree with you that the Govt of India will come out to impart financial advice to the people regarding investments in Stock Exchange market.. Idnia is a developing country, like Pakistan and Bangla Desh, but the financial policies of each country is based on other factors, such as obtaining financial aid from IMF or other loan giving Agencies. The developing structure of India is not as good you are require that they must give Bombay Stock Exchange authority to give market advice to the clients and give suggestions.
However, if you compare the Financial Position of India with Pakistan, I am 100% confident that the Indian Finance Ministry is doing much better than that of Pakistan and India is not bound to accept IMF instructions which involve to unjustifiably increase prices of essential commodities, like petrol and electricity inasmuch as the Supreme Court of Pakistan had to take Sumitomo notice of the unprecedented rise in the prices of petrol and electricity. Here in Pakistan masses are suffering too much at the hands of politicians IMF(as the presen Govt.. has taken Loan from this agency) and IMF is bent upon to increase the prices of commodities without taking due cognizance of the sufferings of the masses. I think you will now understand what I mean. Good Luck Take Care.

2009-08-29 02:16:10 by rs

Price: $44.95

I wonder how many financial advisers have told their clients to buy real estate rather than 'staying the course' with their worthless stocks and bonds? I seems that the individuals who claim to be experts in financial planning and stock portfolio management are really just shills for the stock markets. Why are they called financial planners rather than stock salesmen?

I don't trust anyone I have to pay for for their expertise.
Financial advisers, accountants, lawyers, giggolos...they're all the same.

2009-05-10 07:42:00 by Duncan w ™ ®

Price: $30.00

Im looking into investing some of my money into the stock market I have read rich dad poor dad for inspiration and have done some research on some basics about the subject. once in awhile I watch Jim crammer's mad money show and I plan on buying his books as well. I dont have much money to begin (less then 1K) but i hope it can go far with some more information

A financial adviser or planner analyses your current financial situation, your future financial goals, and your attitude to risk. Based on this information, the financial adviser or planner will devise a financial strategy to enable you to meet your financial goals. In doing this, the adviser/planner will consider all the different investment vehicles available, the level of risk involved, the potential returns, and the potential tax implications. The adviser provides an 'all service' overview and strategy based on an analysis of client needs and goals.

A stockbroker on the other hand only deals in stocks and share market trading. While a stockbroker could provide advice on which stocks you should invest in, they would generally not take into account your financial needs and goals.

An adviser provides advice on how your money should be invested, while a stockbroker provides a service enabling the purchase or sale of stocks on the stock exchange.

Cheers

2007-01-23 23:22:56 by Simon R

You have managed to convince everyone at QMCthat a marketing plan is needed. Additional analysis has revealed some interesting information:
There is strong local recognition.
QMC has long-term, low cost contracts with manufacturers and suppliers
People have started calling from other states to place orders (QMC has had to turn them away)
Your next step is to begin to develop a plan to expand QMC's business:

Target: Whom do you want to target? Why? Can you foresee this target market changing or expanding in the future?
Segmenting: if the target market is varied, how can it be segmented?
Positioning: how are you going to position QMC?
Differentiation: there are many computer companies. How are you going to differentiate your smaller computer from better known name brands, such as Dell, Sony, and HP?
When thinking about targets, don't forget to consider customer needs, marketplace trends, potential customer demographics, and competitors.

Put your thoughts together in a draft marketing analysis for QMC's owner and financial advisor. Since your report might have numbers, you may want to use charts or graphs on slides within the presentation. You may find the following websites useful while determining target markets:

US Census Bureau: Population by Sex, Selected Age Groups, and State
http://www.census.gov/popest/states/asrh /SC-EST2003-02.html

The Gourmet Connection Magazine
http://tgcmagazine.com/

You are lucky. Gourmet Magazine just went out of business. You can tell your teacher that you have to switch to a different assignment (that you understand better).

You can handle this essay. QM offers a service. Think about what they are offering. Would you buy it yourself. If so, think about what went thru your mind when you said YES. If you would not buy it yourself, what would QM have to add to make you interested. A lower price. A shorter contract. More services. More customer service. What age group would gravitate to them.
Just pick one strategy and fill out the rest. You are going to do a television campaign for them. You will choose the tv morning show as your venue. You will order 2 ads per show for 4 weeks. You will follow up on the number of callers during the show.

2009-10-22 10:25:39 by bj121670