BusinessPlan Proposal 1. Providecomplete answers to each

Question # 00084773 Posted By: solutionshere Updated on: 07/24/2015 09:10 AM Due on: 08/23/2015
Subject Business Topic General Business Tutorials:
Question
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BusinessPlan Proposal

1. Providecomplete answers to each question. Be specific in your responses.

2. Youare expected to utilize any research you have done or knowledge about thebusiness to describe your plan.

3. Besure to describe your rationale for crucial aspects of your plan.

4. Submityour completed plan by email to your Recruiter by the date outlined in theemail.

1. Describe your vision for building yourpractice at Edward Jones. How do you plan to add value to the clients andcommunities you will serve?

2. Please detail the prospective types of clientsyou believe will allow you to build your business to fulfill your vision.

3. Why do you think that these types of clientswould provide a basis on which to build a business that would allow you torealize your vision?

4. To identify and approach these prospectiveclient types, what actions will you take?

5. Explainwhat actions you will take each and every day to identify and approach theseprospective client types by completing the calendar below. The calendarrequires you to detail the actions you would take throughout the week. This is your opportunity to explain what youwill be doing to build a successful practice with Edward Jones. Please be as specific as possible.

Monday

Tuesday

Wednesday

Thursday

Friday

Saturday

Sunday

Morning

Mid Morning

Late Morning

Mid Afternoon

Late Afternoon

Evening

6. How will you turn these prospective clientsinto Edward Jones clients, especially if they have been or are consideringdoing business with others?

7. On the basis of your vision and plan foridentifying, approaching and convincing these prospective client types to dobusiness with Edward Jones, please quantify your performance expectations for eachof the timeframes provided below:

Timeframe from Can Sell Date

Months 0 to 6

Months 7 to 12

Months 13 to 24

Assets Under Care

Rationale for

each amount

Months 0 to 6

Months 7 to 12

Months 13 to 24

New Household Accounts

Rationale for

each amount

Months 0 to 6

Months 7 to 12

Months 13 to 24

Net Commissions Expected

Rationale for

each amount


8. How will you track your performance to evaluateyour progress towards meeting these performance expectations?

9. At Edward Jones the Branch Team consists of aFinancial Advisor and a Branch Office Administrator. How will your Branch Team work together tobuild a successful business?

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Tutorials for this Question
  1. Tutorial # 00079443 Posted By: solutionshere Posted on: 07/24/2015 09:10 AM
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