I saw one  one time and it had so many clients investing in mutual fund at $200 /month. So many at $500/month So many doing managed money starting with 100K. Basically it gets you thinking how many clients do I have to get and what amounts to get to $2 million your first year. Seems like more of an exercise to get you thinking in terms of producing these results. If you can see you can achieve type of idea.

Microsoft Office Online has a nice tutorial for how to "lay it out". What to start thinking about, etc, what you'd want to say to future investors (or in this case employers). Here is a link -- you may not be able to access it if you do not have microsoft office, PM me if not and I'd be happy to help.

http://office.microsoft.com/en-us/FX011622481033.aspx 

This plan includes what your target markets would be, strategies for marketing to said markets etc. Mission statements etc.

Perfect.....thanks for the help.  It is so nice to get the occasional honest answer to an honest question!

thank you both!

One more thing.  It was mentioned above that 2mm in first year would be expected.  What are the numbers to get to 100k minimum in 5 years?  I understand that it may depend on the type of products that are sold.  Much of the talk on this board is way over my head so any explanation of what levels you reached in the early days would be appreciated.  If you could spell it out as simple as possible.  Like I said before I have about 2mm that I feel that I can count on (family and close friends)

thanks again!

I'm not certain about this, but I would talk to others about it. Be careful about laying out any concrete numbers & timelines. At Edward Jones we had a VERY manipulative and controlling RL, who used these sorts of written documents against you later on.

For example, instead of saying "I intend to earn xxx amount in commission by the end of the year and be up to xxx amount AUM" - say "I intend to work every Saturday for x months and host 2 seminars per month to meet new contacts" or whatever.

Hi, for starters, I suggest you learn how to create tech startup business plan. Read articles/guides on this topic. For example, this article about [url=https://www.cleveroad.com/blog/tech-startup-business-plan/]tech startup business plan[/url]

Sovchenko wrote:
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