Business Plan for a Financial Advisor Job Interview

How much does an advisor earn?

Click below to purchase

The Two Page Mini Business Plan

Live your dream business today! Create a Mini Business Plan and have MORE Income, more free time, and the business success you've been seeking!

Hi, I am Suzanne Muusers, Coach for Advisors and Brand Strategist since 2004.

Business Plan Guide, Sample Business Plans, Marketing Tools, e-course & more!

Being a financial advisor is like being self employed. The amount of money you would like to earn depends upon your own effort. If you are willing to hit the streets in the early years of being an advisor, you will do well. And that's the thing - the first few years you won't earn much because you'll be building your foundation. Making appointments, filling your prospect pipeline, learning the ins and outs of investing. You'll need a supportive family to help you through this "break in" period.

After year two, your momentum should build enough to earn at least six figures provided you have postioned yourself well in the marketplace with a good brand, a good 30 second commerical, and a good list of prospects.

At year three to five, you can expect to grow to $200K with a little hard work. As long as you have the best interest of your clients in mind, you can grow your assets under management and begin to enjoy a good recurring revenue stream.

At your job interview, be sure you know what will help you become financially successful. You must plan well. Create a Business Plan and a Marketing Plan, create motivational goals, and stay productive.

What Buyers Say

"Before using this Plan, I spent unfocused time on activities that made me feel busy. Now I have detailed goals that are firmly entrenched in my mind and I use the daily planner to take focused action. I get out of the office and meet with prospects in a focused strategic manner rather than burying myself in my practice. This has lead to bringing in more assets under management which allowed me to hire additional staff."


Independent Financial Advisor

If you decide to become a financial advisor, consider purchasing my Two Page Mini Business Plan and use the four sample financial advisor business plans to plan your success!

Purchase the Two Page Mini Business Plan™ for Financial Advisors today and discover how successful advisors achieve their financial goals using Suzanne's four sample financial advisor Business Plans

You'll learn:

  • How to create motivational GOALS
  • How to develop proven growth strategies
  • How to select marketing tactics to attract new clients
  • How to make your brand stand out

You need a written Business Plan in order to create the life you want

This is what you get with my program:

1. Two-Page Mini Business Plan™, PDF Template – For brainstorming and hand-written notations

2. Two-Page Mini Business Plan™, Word Template – To create your final Digital Business Plan for saving and printing as needed

3. Seventeen Page Instruction E-Book

4. 4 sample financial advisor business plans with various business models

  • Sample - Financial Advisor - Wealth Management
  • Sample - Financial Advisor- Registered Investment Advisor (RIA)
  • Sample - Financial Advisor- Certified Financial Planner (CFP®)
  • Sample - Financial Advisor- Registered Representative

BONUS - The Success Book Daily Action Planner – - How to focus on your goals

BONUS - Marketing Activities Idea Bank - loaded with marketing ideas to build your business

BONUS - Marketing Calendar Spreadsheet - enter all your marketing tactics into the color-coded excel calendar to plan your activities efficiently

BONUS - Marketing Return On Investment Spreadsheet - measure your marketing results to determine what you should do more of and what you should let go

Important BONUS!! Custom emailed E-Course for Advisors - Written for advisors by Suzanne Muusers - coach to successful advisors -this ecourse is all about how to build a profitable, branded advisory business. This six day automated E-Course is emailed directly to you and will give you tips, tools, strategies, and unique ideas advisors can use to write a Business Plan of true value.

What does this program cost?

Regular Price $199.95

Introductory Price

$59.99 (US Dollars)

30-Day Money Back Guarantee
Immediate Download

Sample Business Plans • Tax Deductible
6-Day E-Course • Fill-in-the-blank Template

If you hired me for six months to work on designing a winning business and marketing plan you would spend over $3000.00. By purchasing this program, you are learning in a week what it took me years and years to discover. You will cut years off your learning curve with the sample plans provided.

This Business Plan is suitable for many different types of job interviews such as:

  • LPL Financial
  • Raymond James Financial Services
  • Schwab
  • Ameriprise Financial
  • ING
  • AXA Advisors
  • Commonwealth Financial Network
  • Cambridge Investments
  • Waddell & Reed
  • UBS
  • Edward Jones
  • JP Morgan Chase
  • Morgan Stanley
  • Merrill Lynch
  • MetLife
  • New England Financial
  • Geneos Wealth Management
  • Genworth Financial Securities


Contact Us

My Personal Guarantee!

If you're not completely satisfied with my program after completing the plan and using the tools — I'll return your money!

I'm 100% confident that my package will be the absolute best, most complete and most useful system to create a plan that gets results.

More than that, I'm confident that if you employ all the techniques and resources I share with you, you'll gain a noticeable amount of new business over the next year and beyond.

So if the system isn't everything you were expecting, and all my tips and resources don't produce the results you were looking for, just ask me for a refund within three months of your purchase.

No reason needed. No questions asked.

Bonus Reason to purchase today! You are purchasing this program to improve your business, therefore your purchase is 100% tax deductible. That makes this an even better deal -- you really can't lose!

Other Business Plan Articles:

Suzanne Muusers

Business Coach
Prosperity Coaching LLC

Suzanne Muusers

About the Author:

Suzanne Muusers is an ICF-Member Business Coach who has worked with hundreds of successful clients including independent financial advisors, investment executives, and finance career professionals since 2004. She helps clients develop their Value Proposition, Ideal Client Profile, and Branding Approach so that their marketing message appeals to affluent clients

International Coach Federation Logo Small     Coach U Logo Small     Coachville Logo Small       Financial Planning Association Logo Small

Connect with Me

Prosperity Coaching on Google+ Prosperity Coachinh on LinkedIn Prosperity Coaching on Twitter Prosperity Coaching on FaceBook

Home  |  Blog  |  About  |  Contact

Art Guy Creative