A Financial Advisor Business Plan Template You’ll Want to Use 2022

Get motivated to grow your business!

Hello! I am Suzanne Muusers, seasoned marketing and career coach for the finance industry. It is SO IMPORTANT for my Financial Advisor clients to write a Business Plan! WHY? Because I like to say, if you don’t have a business development plan that is written and easy to follow, you will NOT grow your business as fast and intelligently as you could.

It’s like going on vacation, but not planning out where you’re going.

It’s like taking a road trip,  but not using Google Maps or a navigation system to get you there.

It’s like your very own clients, not planning their retirement income strategies.

Planning for your Business Success

This is the cornerstone of my coaching success with my advisor clients because a well-thought-out Business Plan that is strategic can be BRILLIANT! Rather than guessing with what you should be doing on a daily / weekly / and monthly basis, your plan will keep you accountable.

My clients thank me for my Business Plan system!

It’s not easy to write a plan if you don’t have existing plans to follow. Having a template and then samples of various business models, this can be illuminating.

Follow a Process

Are you looking for a Financial Advisor Business Plan Template that’s easy to use, has 4 sample advisor business plans to follow, includes a Course for Writing Your Plan, and a Fill-in-the Blanks template?

financial advisor business plan

The Two Page Mini Business Plan for Financial Advisors:

Go to the page for my Two Page Mini Business Plan for Financial Advisors HERE!

Necessity is the mother of invention!

How did I come up with this? One of my first clients back in 2004 wanted to write a Business Plan but getting him to do it was a real chore. Every week I asked “What progress have you made?” and he hummed and hawwwed. “I haven’t had the time” he said. “I’ve been working with new clients, thanks to you” he said. Well, I was happy about that. Nevertheless, he needed a plan, so I said:

“What do I need to do to get you to finish this plan?”

“Well, it’s too long and takes too much time. Can we shorten it?” he said.

AHA! The Financial Advisor Business Plan template was born

And then a light bulb went off for me! That’s when I created my system and it is still in use today, only updated every year since with new strategies and tactics.

If you don’t have a plan, check into mine.

Here are the key points I want my clients to develop:

  1. Vision
  2. Mission
  3. Brand
  4. Goals
  5. Strategies
  6. Marketing Tactics


What I want for you is a smoothly functioning business where your new clients are coming in the door because you’ve been thoughtful and strategic in how you want to grow your practice. Take a look here: Suzanne’s Business Plan system.

About Suzanne Muusers

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    1. […] spend time THINKING about the bigger Vision of where you want your business to go – write a Business Plan and block time to strategize monthly if not […]