Financial Advisor Business Plan:
Can You Double in 2 Years?
"There is no such thing as a free lunch."
Milton Friedman, Nobel Prize Winning Economist
"There is such a thing as a free two year financial advisor business plan to show if a two year double is possible."
Bill Good, Non-Nobel Prize Winning Economist
We have many many resources for you. All yours in exchange for a little bit of data about you.
Do you have a written business plan or is all in your head?
Do you keep it up to date?
Do you refer to it frequently?
If No, you have come to the right place.
Let's first start with our "Two-Year Marketing Plan."
You will get answers to these questions:
- From where I stand, is it possible to double in two years?
- If not two years, how long will it take?
- Can I convert to fees without a pay cut?
- Do I have to cold call?
Sample Financial Advisor Business Plan
We Will Help You
To get your free two-year plan, you need to give us some data about your practice. We will analyze the numbers and then give you a call. This is not a boiler-plate plan but is tailored to you, your likes and dislikes and the speed you are prepared to move.
"Under no conditions will the data you give to us be shared with anyone. You have my word." -Bill Good
Start your plan by providing us the data.
While we are crunching, read on.
By the way, the system-the Gorilla CRM System for Financial advisors—is not only a business plan. It's all the systems necessary to implement the plan. To find out more about that, call Jill Webster 888-495-7303.
Financial Advisor Business Plan Sample
You do need a plan. One way to develop a plan is to take an existing plan and adapt it. Start by downloading "Business Planning 2013 and Beyond." Read it. It details how to develop your own two or three year marketing plan.
If you only want to plan a single project, we have created our "Planning Template for FAs." Plus, we created a sample plan using the template. The template, in Word 2003 and Word 2010 formats and the sample are in one zip file. Download Planning for Financial Advisors here.
One of the differences between the plan built into our system and the plans other coaches produce is that we also provide the infrastructure. Assume part of your plan is: Increase AUM by $10 million in two years. We have campaigns to find the money, stay in touch with it, and at the right time, make sure you or someone on your team makes the call. A plan without the systems to execute is just a wish. To find out more about this, you should call Jill Webster 888-495-7303.
To manage all but the simplest plan, Bill recommends Swift To-Do List. You can access a great project planning tool here. It's Swift To-Do List. You can learn more about it here.
Financial Advisor Business Plan: Get Free Training
I have done two webinars for Brighttalk on business planning.
Brighttalk has built the state-of-the-art webinar platform. I was selected as a "thought leader" and was invited to present these webinars.
In Business Planning 2012, I covered what to plan. I went into team building, new asset planning, prospecting channels, and much much more.
"Business Planning 2013" focused not so much on what to plan as how to plan.
I would start with "Business Planning 2013."
Note: You will have to register with Brighttalk. I assure you-it's worth it.
If you want to jump start your planning, sign up for the two-year marketing plan here.
If you want to jump start your business,
call Jill Webster at 888-495-7303
