Yo Money 1 Page Business Plan
Overview
Regenerative Finance has a clear business objective to help people understand how investing will impact their financial lives.
Our strategy has been developed over 5 years with a core focus on providing excellent service, addressing client concerns and providing transparent, easy to understand solutions.
The Business Objectives
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
Regenerative Finance has been created with a clear focus on the needs of our clients. Through a thorough customer discovery process, we have validated the need for all clients to have a financial plan that funds their financial obligations and desires. This is critical for our selected target market of young families.
The Value Proposition
Regenerative Finance is uniquely positioned to deliver value to families, successful business women, small business owners and persons interested in Impact Investing . Regenerative Finance will help you create a strategy to fund your vision for financial success. In order to be deliver on this value proposition, we will teach you how to integrate this strategy to achieve your unique goals. 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 Financial Services market. We consider our key competitors to be other Investment Firms and their Advisors.
Our understanding of these competitors has been used to refine our strategy and value proposition. We believe that we can compete effectively with other firms and Advisors. by providing you with a clear, transparent path to wealth accumulation and preservation. And we provide education and investment advice that impacts the world in a positive way.
Key Strategies
Over the next 6 months our focus will be to conduct 3-4 seminars/workshops per month. This task will be undertaken in the context of our broader strategy to hire an administrative and /marketing assistant. 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: Plan seminars through September 2014. Secure a pipeline of 50-100 leads. Acquire 100 clients by September of 2014.
About this document
Financial Plans and Investments Business Plan
This document was created by Barbara of Yo Money using the 5 minute Business Plan App. This technology and approach is powered by HyperQuestions.
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