During the first five years of financial consulting, achieve and maintain at least $60 million in assets under management. Increase assets under management by an average of $250,000.00 per week; annualized to $12 million.
My Clientele is out there. How am I differentiating myself from my competition?
Assuming a client has around $200,000.00 is assets and a target number of $60 million in assets under management by year Five; resulting in a target number of 300 clients. This breaks down to 60 newly acquired clients per year (five per month) . The goal must be set to ten-twelve weekly meetings; resulting in one new client per week.
Prospective clients are various professionals and executives. These include lawyers, doctors, real-estate brokers, etc.. The goal is to cater a profitable financial consultancy around the needs of this prospective clientele; and to expand this consultancy through social and professional networking strategies.
Use the Latest Technologies Internet GPS & Mapping PC's & PDAs Cellular