| What is the format of a business plan for financial advisors?

What is the format of a business plan for financial advisors?

Mirjana asked:


I am going thru the interview process with Smith Barney and one of their requirements is to form a business plan of how I plan on reaching the requirements within in a 2 year period. Has anyone put a business plan together or can give advice on how to put one together and in what format?

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Comments

20 Responses to “What is the format of a business plan for financial advisors?”

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    Purchase a “Business Communications” textbook at the second-hand bookstore in your town. They will most definitely have reports and business plans which you can use as a guide.

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