Transcription of Financial Advisor Business Plan Template - BDFS
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Financial Advisor Business Plan Template - BDFS
Broker Dealer Financial Services Corp. Member FINRA & SIPC divisions: BDF Investments & IBA Securities (515) 727-6700 140 South 68th Street, #2200, West Des Moines, IA 50266 Mailing Address: Box 71339, Clive, IA 50325-0339 Facsimile: (515) 727-6790 Toll-Free (800) 352-5634 Investment Advisors Corp. (515) 727-6720 Name: _____ Date: _____ WHO WILL YOU SERVE? Defining characteristics of target niche/clientele: WHAT WILL YOU DO FOR THEM? Unique value proposition: Key service/deliverables: Compensation/pricing methodology: HOW WILL YOU REACH THEM? Targeted ways to reach: Key centers of influence: Other marketing strategies: HOW WILL YOU KNOW IF IT S WORKING? Activity ( , calls, meetings): Activity goal(s): Results for BDFS ( , clients, revenues): Results goal(s): WHERE WILL YOU FOCUS YOUR TIME? Top 3 things you will focus on doing: 2 things you will stop doing: 1 thing you need to do to improve yourself: What must be done in the Business to move forward: Financial Advisor Business plan Template
Broker Dealer Financial Services Corp. • Member FINRA & SIPC divisions: BDF Investments & IBA Securities • (515) 727-6700 140 South 68th Street, #2200, West Des Moines, IA 50266
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