Your financial plan: Start with your current budget, then move on to your future projections. This is also where you’ll cover your pricing structure and whether it includes commissions, retainers and/or fees. Your business model: What are your products and services? And who are you providing these services to? Retirees, entrepreneurs, physicians, growing families? Describe how your offerings take advantage of your stated business opportunity. ![]() Think of your executive summary an all-encompassing section that could stand alone. Include your mission, the business opportunity and a brief overview of the remaining sections in the plan. What to Include in a Wealth Management Business PlanĪn executive summary: This is your extended elevator pitch - it should be direct, attention-grabbing and enticing. If you don’t know where your business is headed, how will it get there? Whether you’re part of a firm or a one-person operation looking to grow, a business plan can help guide and keep you accountable.īelow, we outline the key elements to include in your financial advisor business plan and three steps for planning success. How to Create a Financial Advisor Business Plan That Works
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