Financial Advisor Success: Goal Setting with a Mini Business Plan

• Are you a lone wolf out on the range without support?
• Are you trying to build your business on your own without a well-thought out marketing plan?
• What's it going to take for you to realize that you need to create a written business plan in order to create the life you want?

One of the biggest mistakes financial advisors make is not having a Business Plan.  They are too busy working in the practice doing the day to day activities of running a business that they forget to stand back, look at the big picture, and plan their business success. They're too busy trying to drum up business to really think about a targeted approach to planning the success of their financial advisory practice.

Only one in ninety-nine financial advisors have a business plan. Many think they don't need one, but I can assure you they do.  Managing your practice without a business plan is like sailing the Pacific Ocean without a map.  This article will teach you four crucial success factors when planning for success through goal setting with a mini business plan and then show you an easy way to create a plan.

First – Who are you aiming to reach?
The "shoot first ask questions later" approach to business marketing has never been particularly successful when it comes to finding out who you work best with. If you market to everyone and anyone you really market to no one.  Your marketing success will be more likely if you decide to select a profitable group of people to send your marketing message. This is your Target Market. As a rule, you can effectively target up to three niche markets.

Second – What is your Promise?
What will your clients get from working with you? What is the promise you are making to them? In one to two sentences, figure out the benefit your client will receive from hiring you. This statement should be featured on your website and in your waiting room and should motivate clients to work with you. This is your Mission Statement.

Third – What do you want to accomplish?
We all want more success in our lives, but few of us actually have written goals regarding what we want out of life or business. How much income do you want annually?  How many new clients do you want this month, next month, and this year? What product or service deliverables do you need to create this year? These are your Meaningful Goals.

Think very carefully about what you want to create for your business. Do you want to stay stuck at less than six figures annually or do you want to shoot for the moon and land there?  While figuring this out, ask yourself if you're willing to do the work that comes along with big goals.

Fourth – What will you do to get new business?
How are you going to attract new clients in droves?  What techniques will you utilize to snare new business? An organized approach is best with four to six tactics that work well together.  In writing this section, decide where your target client hangs out.  Do they have a professional organization? Where can you network or be a featured speaker? These are your marketing activities.

The written word
The way to make success happen is to plan it.  Write it all out on paper.  You'll find that creating a structure for your finalized plan will help you sort out what you really want out of not only your life, but your business too.  

Want more financial success?

Purchase the Two Page Mini Business Plan™ today and discover the secrets to more income from the four sample financial advisor Business Plans provided. 

You'll get everything you need to write your mini business plan, tons of marketing tools, and an automated E-Course to motivate you to complete your plan. All this for the ridiculously low price of only $69.00.

All products and bonuses are available for immediate download!

Click here to review everything you get.

There's no risk at all as I offer a money back guarantee.

If you're not satisfied for any reason, just ask for a refund within three months of purchase.
Start on the road to a more ideal life today!

©Copyright 2009 - 2010 - Suzanne Muusers

About the Author:
Suzanne Muusers has been coaching financial advisors since 2004. She is the creator of the The Two Page Mini Business Plan™ Financial Advisors who are ready to maximize their practice income and live the lifestyle they have always wanted. The Business Planning System utilizes My Success Book - a Daily Action Planner that ensures marketing actions that lead to income and success.

Suzanne Muusers ICF-Credentialed Business Coach Prosperity Coaching LLC

 

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