Financial Advisor Template: Business Vision Statement
By (1) ______________ grow
(name of your firm)(2)____________________________________________
into (an adjective)(3) ___________________________________
(4) working with clients living in _____________________________________.
Your (5) _________________________________________
firm provides these free and fee based services
(6) _____________________________________________
to this ideal client
(7) ____________________________________________.
In general, we measure success by working (8) ______ hours a week, having a team of (9) _____________, AUM of (10)_________ and revenues of (11) ________________.
(c) 1994 One Page Business Plan Company. Updated specifically for financial advisors, planners, and wealth mangers, in 2008, Maria Marsala, Certified One Page Business Plan Consultant.
Learn what you and your team need to take your business vision statement to the next level at https://www.elevatingyourbusiness.com/coachmaria.com/
About The Author
An irrepressible entrepreneur, Maria Marsala sold AVON at age 14 and landed on Wall Street three years later. She became a bond trader when female executives were as rare as pink diamonds. For 25 years, Maria streamlined Fortune 500 companies, nurtured non-profits, and discovered her niche—mentoring women CEOs and executives. Armed with corporate secrets and life coach credentials, Maria founded Elevating Your Business to help female financial professionals live better using her proprietary brand of consultative-coaching. Contact Maria today and take the first step toward freedom, full-fillment, and a sparkling quality of life! Contact me now!
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