Investment Manager Marketing Plan

Grizzly Bear Financial Managers

Financials, Budgets, and Forecasts

This section will offer a financial overview of Grizzly Bear as it related to the marketing activities. Grizzly will address break-even analysis, sales forecasts, expense forecasts, and how they link to the marketing strategy.

Break-even Analysis

The break-even analysis indicates that $8,698 will be needed in monthly revnue to reach the break-even point.

Sales Forecast

The first month of business will be used to set up the office; there will be no sales activity during this period of time. Revenue will begin to occur during the second month; however, it will only trickle in until the four month when it will become more steady. It will not be until the middle of year two when things begin to settle and become more like an established business in terms of dividing time between serving existing clients and attracting new ones.

Meghan will receive revenue from two sources. She will charge the client an initial modest fee including all needed research, interviews and meetings. If the client then goes ahead and purchases shares of a mutual fund, or equities, Meghan receives a commission from the company that is selling the item. This compensation structure is fairly standard in the industry. The initial fee allows the client to receive as much counseling and research that they need and then future transactions are compensated by the company selling the equity, just like the commission structure of travel agents.

Expense Forecast

The expense forecast will serve as a guide to ensure the organization remains on target and will indicate when a modification is needed to the marketing plan. The marketing expenses will be elevated during the first quarter of operation. This will generate visibility among the targeted market segment during the infancy of the business. The expenses will settle during the second and third quarter and will again ramp up in the fall, a time that is typically more active for financial planning.