Question and Edward Jones
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Business Plan Proposal
(Please answer each question thoroughly. Email this document to your recruiter when completed)
1. Describe your vision for building your practice at Edward Jones. How do you plan to add value to the clients and communities you will serve?
2. Please detail the prospective types of clients you believe will allow you to build your business to fulfill your vision.
3. Why do you think that these types of clients would provide a basis on which to build a business that would allow you to realize your vision?
2/8/2012 – V1
4. To identify and approach these prospective client types, what actions will you take?
2/8/2012 – V1
5. Explain what actions you will take each and every day to identify and approach these prospective client types by completing the calendar below. The calendar requires you to detail the actions you would take throughout the week. This is your opportunity to explain what you will be doing to build a successful practice with Edward Jones. Please be as specific as possible. Monday
Morning
Mid Morning
Late Morning
Mid
Afternoon
Late
Afternoon
Evening
2/8/2012 – V1
Tuesday
Wednesday
Thursday
Friday
Saturday
Sunday
6. How will you turn these prospective clients into Edward Jones clients, especially if they have been or are considering doing business with others?
7. On the basis of your vision and plan for identifying, approaching and convincing these prospective client types to do business with Edward Jones, please quantify your performance expectations for each of the timeframes provided below:
Timeframe from
Can Sell Date
Months 0 to 6
Months 7 to 12
Months 13 to 24
Months 0 to 6
Months 7 to 12
Months 13 to 24
Assets Under Care
Rationale for
each amount
New Household
Accounts
2/8/2012 – V1
Rationale for
each amount
Months 0 to 6
Net Commissions
Expected
Rationale for
each amount
2/8/2012 – V1
Months 7 to 12
Months 13 to 24
8. How will you track your performance to evaluate your progress towards meeting these performance expectations?
9. At Edward Jones the Branch Team consists of a Financial Advisor and a Branch Office Administrator. How will your Branch Team work together to build a successful business?
2/8/2012 – V1
FACE TO FACE SURVEY - ACTIVITY SHEET
(Please email or fax this sheet to your recruiter – delete unused rows or copy and paste to add more rows) Your Name:
Date:
Start time:
Stop time:
Total time:
Bring this sheet with you when conducting the Surveys. Each time you perform an activity place a tick mark ( / ) in the respective box. Knocked on door:
Residential
Total:
Total:
No one home:
Decline to participate
in survey:
Partially completed
survey:
Fully completed survey:
Total:
Business
Total:
Total:
Total:
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2/8/2012 – V1
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C
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Business Plan Proposal
(Please answer each question thoroughly. Email this document to your recruiter when completed)
1. Describe your vision for building your practice at Edward Jones. How do you plan to add value to the clients and communities you will serve?
2. Please detail the prospective types of clients you believe will allow you to build your business to fulfill your vision.
3. Why do you think that these types of clients would provide a basis on which to build a business that would allow you to realize your vision?
2/8/2012 – V1
4. To identify and approach these prospective client types, what actions will you take?
2/8/2012 – V1
5. Explain what actions you will take each and every day to identify and approach these prospective client types by completing the calendar below. The calendar requires you to detail the actions you would take throughout the week. This is your opportunity to explain what you will be doing to build a successful practice with Edward Jones. Please be as specific as possible. Monday
Morning
Mid Morning
Late Morning
Mid
Afternoon
Late
Afternoon
Evening
2/8/2012 – V1
Tuesday
Wednesday
Thursday
Friday
Saturday
Sunday
6. How will you turn these prospective clients into Edward Jones clients, especially if they have been or are considering doing business with others?
7. On the basis of your vision and plan for identifying, approaching and convincing these prospective client types to do business with Edward Jones, please quantify your performance expectations for each of the timeframes provided below:
Timeframe from
Can Sell Date
Months 0 to 6
Months 7 to 12
Months 13 to 24
Months 0 to 6
Months 7 to 12
Months 13 to 24
Assets Under Care
Rationale for
each amount
New Household
Accounts
2/8/2012 – V1
Rationale for
each amount
Months 0 to 6
Net Commissions
Expected
Rationale for
each amount
2/8/2012 – V1
Months 7 to 12
Months 13 to 24
8. How will you track your performance to evaluate your progress towards meeting these performance expectations?
9. At Edward Jones the Branch Team consists of a Financial Advisor and a Branch Office Administrator. How will your Branch Team work together to build a successful business?
2/8/2012 – V1
FACE TO FACE SURVEY - ACTIVITY SHEET
(Please email or fax this sheet to your recruiter – delete unused rows or copy and paste to add more rows) Your Name:
Date:
Start time:
Stop time:
Total time:
Bring this sheet with you when conducting the Surveys. Each time you perform an activity place a tick mark ( / ) in the respective box. Knocked on door:
Residential
Total:
Total:
No one home:
Decline to participate
in survey:
Partially completed
survey:
Fully completed survey:
Total:
Business
Total:
Total:
Total:
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