How to prepare a business plan for a Financial Advisor?-I got a tranee job as a Financial Advisor. I was asked to prepare my business plan. Pleas, maybe someone out there would know how to creat a business plan for a Financial Advisor. I am open to your sugestions and advises.
What is your charter of duties?
Some people draw your charter of duties and tragets from the same biz plan. It is a document that will explain your understanding of the company business, what opportunities are there, and how do you intend to contribute to the company.
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