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(Solution) -Business Plan Proposal 1. Provide complete answers to each question. Be specific in your responses.


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The Question

Business Plan Proposal

 

1. Provide complete answers to each question. Be specific in your responses.

 

2. You are expected to utilize any research you have done or knowledge about the business to describe your plan.

 

3. Be sure to describe your rationale for crucial aspects of your plan.

 

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

 

________________________________________

 

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

 


 


 


 


 


 


 


 

________________________________________

 

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

 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 

________________________________________

 

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

 


 


 


 


 


 


 


 


 


 


 

________________________________________

 

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

 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 

5. Explain what actions you will take each and every day to identify and approach these prospective client types by completing the calendar below. The calendar requires you to detail the actions you would take throughout the week. This is your opportunity to explain what you will 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 clients into Edward Jones clients, especially if they have been or are considering doing business with others?

 


 


 


 


 


 


 


 

________________________________________

 

7. On the basis of your vision and plan for identifying, approaching and convincing these prospective client types to do business with Edward Jones, please quantify your performance expectations for each of 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 evaluate your progress towards meeting these performance expectations?

 


 


 


 


 


 


 


 


 


 


 


 

________________________________________

 

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

 


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(Solution) -Business Plan Proposal 1. Provide complete answers to each question. Be specific in your responses..zip

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This paper was answered on 10-Jan-2018

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About this Question

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DATE ANSWERED

Jan 10, 2018

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ANSWER RATING

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