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

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.

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.

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

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

[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.