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What is the format of a business plan for financial advisors

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What is the format of a business plan for financial advisors

Postby elvina on Mon Jul 08, 2013 5:17 am

I am going thru the interview process with Smith Barney and one of their requirements is to form a business plan of how I plan on reaching the requirements within in a 2 year period. Has anyone put a business plan together or can give advice on how to put one together and in what format?



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401(k) plan advisor|401(k) plan consultant
elvina
 
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Re: What is the format of a business plan for financial advisors

Postby Alina on Wed Jul 17, 2013 7:28 pm

Simple Purchase a “Business Communications” textbook at the second-hand bookstore in your town. They will most definitely have records and organization plans which you can use as a guide.I think its best way .
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