John Wealth Management 1 Page Business Plan
Overview
John Wealth Management has a clear business objective to develop, produce, promote and distribute Investment Management services. These services have been developed over 10 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
John Wealth Management 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 Financial security. This is a critical issue for our selected target market of Senior professionals and entrepreneurs/business owners.
The Value Proposition
John Wealth Management is uniquely positioned to deliver value to Senior professionals and entrepreneurs/business owners. "John Wealth Management will Provide trusted wealth management." In order to be deliver on this value proposition, we I am dedicated and have a disciplined proven ability. 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 Investment Management market. We consider our key competitors to be: Wells Fargo
Merrill Lynch
UBS
Bankofamerica
Salem Investment
PNC
. Our understanding of these competitors has been used to refine our strategy and value proposition. We believe that we can compete effectively with Wells Fargo
Merrill Lynch
UBS
Bankofamerica
Salem Investment
PNC
by More caring professionals dedicated to the individual.
Key Strategies
Over the next 6 months our focus will be to Develop a referral network and get appointments with qualified candidates. This task will be undertaken in the context of our broader strategy to Build a larger client base. 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: Gather 20mm in 12 months Develop deep relationships with 20 families Develop 20 new referral sources
About this document
Investment Management Business Plan
This document was created by John of John Wealth Management using the 5 minute Business Plan App. This technology and approach is powered by HyperQuestions.
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