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?
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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