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Investment Advisor Business Plan Essentials

Planning your annual Business Plan is a key activity for successful investment advisors and an essential task for your firm to improve and grow year to year. A firm's growth is contingent upon conscious and strategic expansion. This article is all about the key elements needed in your Business Plan.

Short and snappy

Unless your plan is for a large organization, you need not write a lengthy document to get the benefits of strategic planning. I find that my clients prefer to write a plan that is concise and to the point - one that contains the sections necessary to take conscious action. Two pages are generally all that is needed. I suggest writing optional pages to go along with your two page plan if you would like a more thorough plan. Plans that are too long are not used. Additions to your mini plan could be a mission statement and a target client description -these are important but not as essential as planning out the firm's strategies and marketing activities - the key elements to success.

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