Investment Advisor Business Plan

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Grizzly will be generating new clients through a combination of networking and monthly public seminars that introduces otherwise unreachable segments of the population.

Besides the seminars developing new business, it is also a way that Grizzly can give back to the community.

Under each goal, he outlines the specific activities that must be executed to achieve that goal.

He then assigns a staff member in the firm to be the “owner” of those activities, essentially creating accountability and an easier method of tracking results. If it is simple math like 10 new clients averaging 1M each, then that is a pretty measurable goal.

By creating a business plan that includes measurable goals, you are holding yourself and your staff members accountable for achieving those goals.

By tying goals into performance-based compensation, you can be assured the goals will be met.

Resting on Your Laurels Your financial experience that prepares you to be an advisor is certainly important to explain in your business plan, but this isn’t enough.

You have to go beyond explaining the experience you bring to the table to explain how you will market and operate a business with that experience serving as a cornerstone.

You can adjust as needed to incorporate new tactics and new activities to help you achieve your goals, but you cannot do that if you are not paying attention to the status of your plan.

Private Advisor Group believes in the power of business planning and has established relationships with many trusted third-party alliances to help our advisors achieve their goals no matter what they may be.


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