JD Financial Advisers 1 Page Business Plan

life insurance and investments Business Plan

JD Financial Advisers 1 Page Business Plan

Overview

JD Financial Advisers has a clear business objective to distribute life insurance and investments products and services. These products and services have been distributed over 3
years with a core focus on addressing the key customer problem and
associated opportunities.

The Business Objectives

When as a key component of our growth strategy we consider it critical to identify and outline our business objectives, and align these objectives with clear and measurable development milestones. Our key long term business objective is to acquire new customers. Customer acquisition is considered to be the critical activity and we are seeking to grow the number of customers. We understand that customer growth could be at the expense of profitability, and that there is a cost associated with customer acquisition. Our long term objective is to build a clear customer acquisition process.

The Customer

JD Financial Advisers has been created with a clear focus on the needs of our customers. Through a structured customer discovery process, we have validated the key customer problem as Peace of mind that professionals are managing their insurance risk. Great decisions for genuine insurance and investment needs. This is a critical issue for our selected target market of 100k income families, smes.

The Value Proposition

JD Financial Advisers is uniquely positioned to deliver value to 100k income families, smes. "JD Financial Advisers will provide excellent advice based on understanding customers
insurance needs and priorities, and
then matching these to best fit
solutions, resulting in customer peace
of mind from working with trusted
professionals who maintain regular contact" In order to be deliver on this
value proposition, we Building a
specific brand based on clear vision, Building a specific Adviser focussed culture, generating regular ongoing quality leads. This capability has taken considerable time and resources to develop and forms the cornerstone of our competitive advantage.

Competitors

We have a number of competitors within the life insurance and investments market. We consider our key competitors to be: Other Financial Advisers. . Our understanding of these competitors has been used to refine our strategy and value proposition. We believe that we can compete effectively with Other Financial Advisers. by Unique culture and focus on Advisers so they can be successful. Product experts.

Key Strategies

Over the next 6 months our focus will be to 1.Appoint 4 Advisors 2.Develop leads generation system 3.Dev operations system (moving cases through pipeline) 4.Apoint Sales Manager. This task will be undertaken in the context of our broader strategy to 1. Advertise on tv, mobile apps 2. Dev default product packages. . These strategies are a tactical implementation of our overall business goal as outlined above.

Milestones

Measurement of the successful implementation of our strategies will be governed by measurable development milestones. The milestones that will be achieved over the next 2 years are: Start
Brand appoint 2 Advisers Obtain 50 new customers in 6 monthss 100 new
customers in 9 months

About this document
life insurance and investments Business Plan
This document was created by John of JD Financial Advisers using the 5 minute Business Plan App. This technology and approach is powered by HyperQuestions.