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In the business plan, include all products you will handle such as stock trades, mutual funds, annuities, life insurance and real estate investments.Write down the extent of the services you will provide and your credentials to do so.As a small-business owner, Ingram regularly confronts modern issues in management, marketing, finance and business law.
The CFP certification adds credibility your business and enhances your professional reputation, which can help attract new clients.
In addition to the certification being a mark of achievement, preparation for the exam can take your financial planning expertise to the next level, giving you an edge for success.
Your operation is likely to function as self-employment until you begin to hire employees.
Put together a suite of products to offer your clients.
For example, if you have a Series 7 license, will you be trading stocks? If you will be working strictly as a consultant, which broker and dealer will you be using?
Following extensive research into the needs of the community, the availability of products and the extent of the competition, narrow down your target market.
Families' and businesses' financial futures may depend on your management of their assets.
If you make a mistake or fail to disclose certain information that results in financial catastrophe, your clients could sue. Build an informative website, print business cards and start networking.
While business plans differ in length and detail, the kind of industry dictates the style and dimension of the business plan.
A staffing agency, for example, includes more recruiting strategies in a complete business plan than a single owner-operator business such as a financial planner.