Business plan
Vision
As a financial planner, my vision is to supply my clients with detailed financial planning services. I aim to surpass the expectations of my clients in order to retain them as customers. I have numerous objectives which I intend o fulfill in the next few years. These include:
1. Forming a service-based organization whose main objective is to go beyond the expectations of customers. 2. Increasing my customer-base through favorable referrals as well as advertising.
3. To generate sustainable methods of overseeing ever-increasing clients needs. There are different functions that I would like my firm to be able to fulfill. For instance, I would like to function as an investor with a high net-worth who helps clients to invest their incomes. My target does not just include permanent customers, but also those who seek financial advice concerning issues such as portfolio management and advice and share-broking, on separate occasions. I am also interested in offering services such as advice on the accumulation of investments to new investors while also assisting trustees with decision-making responsibilities. Value Proposition
I intend to perform my services in the most professional manner in order to remain relevant in the extremely competitive field of financial planning. I will also include other complementary services for my clients such as evaluating their financial goals and possible risk tolerance. I will also provide different perspectives on various types of long-term financial investment (Ehrlich and Fanelli, 2012). My services will be available through tenuous circumstances such as political turmoil, market downturns, periods of financial stress, and when the market experiences currency fluctuations. I aim to create a distinct value proposition in order to capitalize on prospective business opportunities. Producing an
SEE DETAILS
3
exceptional value proposition is likely to engender interest as prospective clients seek to establish
As a financial planner, my vision is to supply my clients with detailed financial planning services. I aim to surpass the expectations of my clients in order to retain them as customers. I have numerous objectives which I intend o fulfill in the next few years. These include:
1. Forming a service-based organization whose main objective is to go beyond the expectations of customers. 2. Increasing my customer-base through favorable referrals as well as advertising.
3. To generate sustainable methods of overseeing ever-increasing clients needs. There are different functions that I would like my firm to be able to fulfill. For instance, I would like to function as an investor with a high net-worth who helps clients to invest their incomes. My target does not just include permanent customers, but also those who seek financial advice concerning issues such as portfolio management and advice and share-broking, on separate occasions. I am also interested in offering services such as advice on the accumulation of investments to new investors while also assisting trustees with decision-making responsibilities. Value Proposition
I intend to perform my services in the most professional manner in order to remain relevant in the extremely competitive field of financial planning. I will also include other complementary services for my clients such as evaluating their financial goals and possible risk tolerance. I will also provide different perspectives on various types of long-term financial investment (Ehrlich and Fanelli, 2012). My services will be available through tenuous circumstances such as political turmoil, market downturns, periods of financial stress, and when the market experiences currency fluctuations. I aim to create a distinct value proposition in order to capitalize on prospective business opportunities. Producing an
SEE DETAILS
3
exceptional value proposition is likely to engender interest as prospective clients seek to establish