Business or Marketing plan

Business or Marketing Plan Name Institution Course Date Business or Marketing Plan Vision I intend to be a leading financial advisor in wealth management, securities trading and sales, corporate financing and in investment banking. This will be achieved by fostering positive relationships with customers and adhering to the principles of teamwork, respect to individuals, integrity and self-discipline (Ehrlich & Fanelli, 2012). The clients will benefit by receiving financial advice and assisting them to get the right strategies for improving performance. Value Proposition As a financial advisor, I will focus on providing quality service and products to the customers. Customers’ opinions will also be taken seriously in order to enhance customer satisfaction. By doing business with me, a client will benefit by getting workable solutions through my expansive experience on financial advising (Ehrlich & Fanelli, 2012). The issue of strategic management will also be of benefit to the clients, as I will provide them with the best strategies to be used in addressing their financial investment concerns from any place in the world. In addition, the clients will also benefit by making use of the exhaustive analytics and trading systems that are I will be providing. Professional Goals In an effort to give the clients the best service, I will be operating within three measurable professional goals that will include; To provide wealth management services to more than 200 clients by 2018. Many organizations are interested in wealth management and are always searching the best providers for this service. In order to reach out to all these clients, I will focus robust marketing that will be vital in creating awareness about my skills in financial advising (Ehrlich & Fanelli, 2012). In addition, I will also ensure that customers are given quality service and some 10% discount for any other customer they refer to me. I will also ensure that I motivate return customers by giving them a 5% discount in order to encourage them to come back. To enroll and for a masters degree in financial management and complete it by 2015. As an individual, I will not succeed unless I update my skills to fit the current needs in financial advising. Therefore, this will be critical in boosting by confidence and skills in financial management. To embrace a culture of innovation by spearheading landmark financial transactions to at least 20 companies, by 2015. This will be achieved using my effective communications skills and contacts from my colleagues. Target Markets To ensure maximum profits, I will focus on getting business contracts from individual, small and midsized businesses, and corporate organizations. Individuals For the individual clients, I will mainly focus on wealth management and advising customers on the best ways of investing. This will mainly be in the American market since it has many individuals wil...