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