You probably have great ambitions for your business: A roster of wealthy clients, millions of assets under management, taking home six figures…

But without a plan, you won’t have those clients or live that lifestyle. But with a business plan, you can turn your dreams into reality like clockwork.

In this episode, you’ll discover how to create a business plan on a single page. That way, you’ll always know the next step for your business and realize your wildest dreams step by step.

Want to remove overwhelm and get instant clarity on your business’ future? Listen now!

Show highlights include:

Why a business plan lets you outcompete 83% of financial advisors (even if you only write one page) (2:14)
The dead-simple secrets for creating a unique value proposition that adds get you dream clients on autopilot. (7:12)
How cold-calling keeps financial advisors stuck on the hamster wheel (even if it lands them millionaire clients) (13:45)
Why being a better human attracts more clients for your business than any marketing agency you could hire. (17:45)

If you’re looking for a way to set more appointments with qualified prospects, sign up for James’ brand new webinar about how financial advisors can get more clients with email marketing.

Go to https://TheAdvisorCoach.com/webinar to register today.

Go to https://TheAdvisorCoach.com/Coaching and pick up your free 90 minute download called “5 Keys to Success for Financial Advisors” when you join The James Pollard Inner Circle.

Discover how to get even better at marketing yourself with these resources:

https://www.theadvisorcoach.com/11-awesome-client-appreciation-event-ideas-for-financial-advisors.html

https://www.theadvisorcoach.com/27-financial-advisor-marketing-ideas--strategies-that-work.html

https://www.theadvisorcoach.com/video-marketing-for-financial-advisors.html

How Financial Advisors Can Create A One-Page Business Plan

Financial Advisor Marketing Podcast