How to prepare a business plan for a Financial Advisor?


I got a tranee job as a Financial Advisor. I was asked to prepare my business plan. Pleas, maybe someone out there would know how to creat a business plan for a Financial Advisor. I am open to your sugestions and advises.

Thank you,


What is your charter of duties?

Some people draw your charter of duties and tragets from the same biz plan. It is a document that will explain your understanding of the company business, what opportunities are there, and how do you intend to contribute to the company.