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How to Start Your Own Financial Planning Business

How to Start Your Own Financial Planning Business

Regular price $29.95 USD
Regular price Sale price $29.95 USD
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One of the most complete books you'll find on how to Start Your Own Financial Planning Business from the ground up. This book will show you how to carefully plan to start your Financial Planning Service. Then the book will explain how to manage your business on a day to day basis with information about market analyze, target market, advertising, employee records and training, accounting, bookkeeping and much more. Start your Financial Planning Service today, the right way!
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  • Plan

    • Develop Market Research
    • Calculate Startup Costs
    • Write Your Business Plan
    • Funding Your Business
  • Start

    • Choose Your Business Structure
    • Choose Your Business Name
    • Register Your Business
    • Pick Your Business Location
  • Grow

    • Hire and Manage Employees
    • Marketing and Sales
    • Accounting & Cash Flow
    • Developing New Customers
    • How to start and manage your financial planning business.
    • How to develop new customers and accounts for your business.
    • How to choose the best name and location for your business.
    • How to finance your business.
    • How to determine the potential products and planning services that you will provide in the operation of your business.
    • The accounting and bookkeeping you will need to keep for your business and includes: Financial Projections, Projecting Your Sales Potential, Budgeting
    • The licenses, regulations and permits that you will need to operate your business.
    • How to analyze the competition to determine the best way to compete in your market area.
    • How much to charge for your services and how to determine the pricing structures that you should utilize.
    • How pricing can affect your business.
    • How to establish cost and cash controls.
    • Information on regulations, certifications, computer equipment and software, professional development, and checklists including website links.
    • How to devise your marketing plan and advertising budgets.
    • Links to local and government websites to assist you in the start-up and ongoing management of your business.

"Don't Fear Failure. Fear being in the exact same place next year as you are today."

Included with your book...

Free Business Forms

Free access to downloadable business forms. The forms include invoices, customer order form, mileage log and expense report, monthly inventory, and sign-in sheet.

Free Planner Sheets

Download and print a free business planner. The Business Planner includes:

  • Monthly Planner
  • Weekly Goals
  • Daily Schedule
  • Quaterly Review
  • Social Media Content Calendar

Special Offers

These offers include free trials and discounts on website hosting, website design, email accounts, search engine optimization, email marketing, business cards and accounting software.

"Opportunities don't happen. You create them."

  • 30-Day Guarantee

    100% Guaranteed

    We want you to feel great about your decision. Take your time to enjoy your purchase and put the proven strategies to work for your new business. If for any reason you are not completely satisfied with your purchase, just let us know within 30 days of purchasing the product, and we will issue you a full 100% product refund.

  •  The Operational Budget section in step 9 of my business plan for my small business gave me a better understanding of the budget I need for my company. 

    - E. Shanahan - Lenox, MA

  •  As complex as business plans are, this has to be the most user friendly software I have ever used. 

    - T. Soto - Wheatfield, IN

  •  The Financial Plan section in my small business plan was easy to fill out and helped me determine my potential for my company. Your product is great! 

    - S. DeLeon - Spokane, WA

  •  The ProBP business plan software is one of the most amazing business plan tools I have ever found! 

    - A. Smith - Mandeville, LA