Business Plan

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Jan 4, 2007 12:17 am

Could anyone tell me where I might find a sample business plan that outlines target markets, porspecting, and time management on the web? Thanks in advance.

Jan 4, 2007 4:20 am

Shuler:

Here is a link that you might find of interest: http://planmagic.com/business_plan/services/investment_advis or_business_plan.html.

I'm also interested in what the others can suggest.

star-city

Jan 4, 2007 9:22 am

I've never been a fan of the traditional, "business plan".  I believe that most people construct a plan, bind it up nice - then keep it in their desk and never viewed again.  My plan is all activity based - no production or asset goals (well at least not as a primary focus).  One cannot control their level of assets or gross production - they can only control what they do in a day.  How many face to face appointments, how many phone calls, how many letters, etc. - can be done in a day or week or month.  Activity will drive your revenue - a business plan should be activity based - and reviewed and revised quarterly.

star-city - nice web site on business planning.

Jan 4, 2007 11:06 am

Thanks for the input, guys.

Apprentice, what you're talking about is more what I had in mind. Not so much hurdles and sales goals, but management of daily activities with an emphasis on prospecting and sources of prospects. Thanks.

Jan 4, 2007 11:15 am

What firm are you writing it for? I have written a couple in the past month for UBS and MS.

Jan 4, 2007 12:18 pm

Your firm will define your actual production and AUM goals, instead of wasting time planning, just go out and do it.

Jan 4, 2007 12:21 pm

[quote=Shuler]

Thanks for the input, guys.

Apprentice, what you're talking about is more what I had in mind. Not so much hurdles and sales goals, but management of daily activities with an emphasis on prospecting and sources of prospects. Thanks

[/quote]

Basicly, you should figure out all the activities related to propecting. and make a list. Then block out time for doing only those activities.

Usually, my weekly goal was ten hours a week of face time with prospects/clients.

For example, I block out the half hour before lunch for writing personal notes to clients.