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  • Business Development Simple, one-page business plan for advisors

    Simple, one-page business plan for advisors

    To help you keep your eye on your goal and focus on the next step, I have created a simple, one-page business plan.
    Stephen Wershing Jun 4, 2016

    When a client asks for your help in achieving a goal, what is the first thing you ask? Do you have a plan?

    So when it comes to achieving the goals you have in business, I will ask the same thing: Do you have a plan?

    Many advisors I work with do not have an up to date, workable plan for their business. There are lots of reasons, like most business plans I see are too long, too complicated, and project too far into the future.

    To help you keep your eye on your goal and focus on the next step, I have created a simple, one-page business plan. It enables you to document what you are trying to achieve, for whom, and what the next step or two needs to be. There is also a link to a more comprehensive course on strategic planning if you are ready to approach the topic in a more sophisticated way.

    This is a first draft. Please take a look at it, see if it gives you any good ideas on what to do in your business and let me know if you have any suggestions for improvement.

    Download your business plan by clicking here.

     

    Here's a follow up.  After I wrote this, Verne Harnish, whose site I link to for a more comprehensive one-page plan, posted an article to LinkedIn that not only should you have a one-page plan, you should have a single goal! Interesting thought.  Don't know if I could bring myself to do it. But definitely an idea worth contemplating.

     

     

    The article was first published on http://www.theclientdrivenpractice.com/

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