Sample FA business plans?
does anyone know any sample FA biz plans out there?
Packer - you don’t want to take a ‘templated’ approach to your business plan. It’s not an acedemic exercise to get your manager off your back. You can produce your own - then go from there. This is a living document. Don’t include gross and asset numbers in your plan - because you have no control over this (your company will provide you with the financial benchmarks). All you can control is what you do on a daily basis. So your business plan should be geared around what you’re going to do (activity) daily, monthly, 90 days, 6 months, and 1 year. Activity will drive revenue. Your business plan is all about activity, and lots of it.
cool thanks - sorry I should have been more specific. I KNOW what I want to do (i.e. the market segment) just was wondering how BM’s typically like the data presented stylistically. You info about metrics is great - I was wondering how I’d even guess without knowing the payout/grid rates/etc.