Investment Manager Marketing Plan
Grizzly Bear Financial Managers
This sample marketing plan was created with Marketing Plan Pro software.
Grizzly Bear Financial Managers is a comprehensive financial planning and estate planning consultancy. Grizzly's services are comprehensive in terms of offered products (mutual funds, equities, estate planning) as well as in terms of depth of research. The up-front cost to do in-depth research into prospective investments and possible options for the client will be eclipsed by a long-term relationship that is likely to be established out of earned respect.
Grizzly Bear Financial Managers serves the Minneapolis metropolitan area. Grizzly will be generating new clients through a combination of networking and monthly public seminars that introduces otherwise unreachable segments of the population to Grizzly's services. Besides the seminars developing new business, it is also a way that Grizzly can give back to the community.
Our mission is to provide comprehensive financial planning services for our customers. We exist to attract and maintain customers. When we adhere to this maxim, everything else will fall into place. Our services will exceed the expectations of our customers.
Grizzly Bear Financial Managers will be marketing their services to two different groups of people, those in need of investing advice, and those that are in need of estate planning help. These two groups will be targeted through networking activities and public seminars. Grizzly's competitive advantage of thoroughness of services offered as well as in-depth research will turn prospective clients into long-term customers.
Grizzly is a sole proprietorship that will reach profitability by month eight and will have profits of $21,000 by the end of year three, based on total sales exceeding $90,000.