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 [...]

What else besides the series 65 and 66 would I need to be a financial advisor?

Ilooklikemyavatar..exactly asked: I’m talking about bare basic neccessities for taking a fee for advising legally. I’m talking about legality and not any particular business plan..

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