PMD Candidate Business Plan

Please develop a preliminary business plan that outlines how you will build a financial advisory practice. As part of your business plan, feel free to reference any data or research you have found that would support your business plan. Your business plan should include the components attached.

The recruiter told me the interviewer likes when people bring in a business plan, specifically about how you plan to prospect your current network, and how you plan to meet new clients.

My topics should be: Executive Summary, Goals, Service, Target Market, Target Clients, Market Strategy, Conclusion.

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