Business Models for Financial Advisors

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Develop and Articulate Your Unique Business Model

Financial advisors in all stages of their careers can benefit from a well-defined business model… even those about to retire.

An advisor’s deeper understanding of their own practice and who it serves best, will lead to sustainable relationships in a win-win business model. This book provides a checklist process to quickly articulate, develop and/or analyze an advisor’s unique business/service model. It includes completed checklists based on the final years of Christine’s practice as an example. She discusses household capacity of practices and many of the required decisions for various business model components. The handbook also provides an analytical tool and checklists to facilitate the segmentation of clientele. It discusses many choices and decisions relating to the following aspects of an advisors unique business model:

Qualities of an advisor’s most compatible sustainable clients

Service models for:

Client communication
Investing Financial planning Tax strategies and returns

Resources needed and suppliers

How a practice charges clients

Direct and indirect client costs

Advisor compensation

Advisor career paths

Segmentation of clientele