Business Plan for a Financial Advisor Job Interview | How much does an advisor earn?

Business Plan for a Job Interview

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.

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:

Mini Business Plan -How to create a business plan

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 - The Six Step Guide to Writing a Business Plan

• ** 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

The Success Book Daily Action Planner – How to focus on your goals
Marketing Activities Idea Bank - loaded with marketing ideas to build your business
Marketing Calendar Spreadsheet - enter all your marketing tactics into the color-coded excel calendar to plan your activities efficiently
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 buyers say:

S.W., Independent Financial Advisor
Before using this Business 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.


Regular Price $199.95
Introductory Price $59.95 (US Dollars)

Business Plan for a Job Interview

*** If you hired me for six months to work on designing a winning business and marketing plan you would spend over $3,000.00. By purchasing this system, 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 business plans provided.

This Business Plan is suitable for many different types of job interviews such as:
LPL Financial
Raymond James Financial Services
Ameriprise Financial
AXA Advisors
Commonwealth Financial Network
Cambridge Investments
Waddell & Reed
Edward Jones
JP Morgan Chase
Morgan Stanley
Merrill Lynch
New England Financial
Geneos Wealth Management
Genworth Financial Securities

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My Personal Guarantee!

If you're not completely satisfied with The Two-Page Mini Business Plan™ 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 business 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.

If you purchase this plan to get a job and you don't get it, please do not ask for a refund. That is dishonest behavior and there is nothing ethical about it.

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


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.

Suzanne Muusers
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Business Coach
Prosperity Coaching LLC

Suzanne Muusers


Copyright© 2009-2012 |Suzanne Muusers | All Rights Reserved| Prosperity Coaching LLC

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It works!

S.W., Financial Advisor
"Before using this Business 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."

Introductory Price

Regular Price $199.95
$59.95 (US Dollars)
For a limited time only

Suzanne Muusers

Suzanne Muusers
ICF-Member Business Coach

International Coach Federation Member

Coachville Member

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