Rick Curry Financial Advisor's 1 Page Business Plan
Overview
Rick Curry Financial Advisor's has a clear business objective to promote Retirement Planning, Investments & Insurance services. These services have been developed over 1 month 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
Rick Curry Financial Advisor's 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 Establish a sound retirement strategy, family protection plan and estate plan.. This is a critical issue for our selected target market of Age 25+, $40k income, family & home owner..
The Value Proposition
Rick Curry Financial Advisor's is uniquely positioned to deliver value to Age 25+, $40k income, family & home owner.. "Rick Curry Financial Advisor's will Position families for financial security and independence." In order to be deliver on this value proposition, we Teaming with hundreds of specialists and top providers, we are positioned to provide the most diverse suite of solutions to meet customers needs. 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 Retirement Planning, Investments & Insurance market. We consider our key competitors to be: State Farm
Morgan Stanley
Etc.. Our understanding of these competitors has been used to refine our strategy and value proposition. We believe that we can compete effectively with State Farm
Morgan Stanley
Etc. by Low barrier of entry, we target median income families..
Key Strategies
Over the next 6 months our focus will be to Grow social network by 20%, recruit 5 agents, complete training and do 20 solo appointments.. This task will be undertaken in the context of our broader strategy to Obtain SMD (10 agents) & have 50 active customers.. 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: Grow team to 100 agents Grow direct customers to 100 Annual income of $500k
About this document
Retirement Planning, Investments & Insurance Business Plan
This document was created by Rick of Rick Curry Financial Advisor's using the 5 minute Business Plan App. This technology and approach is powered by HyperQuestions.
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