Mission Driven Advisor 1 Page Business Plan
Overview
Mission Driven Advisor has a clear business objective to develop Choose Love, Create Value services. These services have been developed over 5 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 distinction between the cost of our services, and the value they provide.
The Customer
Mission Driven Advisor 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: Making the switch from Scarcity to Prosperity. This is a critical issue for our selected target market of Financial Advisers/Planners.
The Value Proposition
Mission Driven Advisor is uniquely positioned to deliver value to Financial Advisers/Planners. "Mission Driven Advisor will help financial advisors understand 'The New World' approach and the strategic plan that's proven to increase their gross revenue, and their 'Client Success Rate' up to 400%.." In order to deliver on this value proposition, we need to be successful at helping financial advisers make the shift from Cost-based Pricing, to Value-based Pricing. 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 Choose Love, Create Value market. We consider our key competitors to be:
1) Peak Advisor Alliance
2) CEG Worldwide
3) ClientWise
4) Oechsli
5) Pareto Systems
6) Strategic Coach Solutions
. Our understanding of these competitors has been used to refine our strategy and value proposition. We believe that we can compete effectively with 1) Peak Advisor Alliance
2) CEG Worldwide
3) ClientWise
4) Oechsli
5) Pareto Systems
6) Strategic Coach Solutions
by It teaches Advisors how to reveal their clients inner emotions on a more personable level.
Key Strategies
Over the next 6 months our focus will be to -
Social Media
- Enrollment
- Program Text Editor
. This task will be undertaken in the context of our broader strategy to - Program Designer
- News Letters
- Video Series
- Blog
- Public Speaking. 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: Launching the Health & Fitness division Creating a successful enrollment strategy Making an income of $5000/month from SPI/MDA (working up to $8,333/month)
About this document
Choose Love, Create Value Business Plan
This document was created by Nick of Mission Driven Advisor using the 5 minute Business Plan App. This technology and approach is powered by HyperQuestions.
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