Ideally, this should be accompanied by a second page to the business plan, which includes a budget or financial projection of the key revenue and expense areas of the business, to affirm that it is a financially viable plan and what the financial goals really are!
I am applying to Morgan Stanley for FA trainee and they have their assessment tests online, but I would think they cover similar topics like in ML. And the business plan serves the exact same role within a business. Sign up Share This.
How much in AUM fees? Experience: Candidates for this role will have a history of high achievement demonstrated by a proven record of rapid advancement in exceeding goals and outperforming peers.
Jun 5, am rkir Joined: Offline Hi guys, I've read your discussion and it may help me too. Jun 1, am Duke00 Joined: Offline I took the test today and was automatically told that I passed. Yet the reality is that crafting a business plan is about more than just setting some business goals to pursue.
Though in truth, the challenge of needing to focus where you spend your time in the business never ends — as a business grows and evolves, so too does the role of the advisor-owner as the leader, which often means that wherever you spent your time and effort to get your business to this point is not where you need to focus it to keep moving forward from here.
Whether start-up expenses to launch your advisory firmnew hires to add, significant one-time projects to complete, etc. The ideal candidate has applicable sales experience or has worked in a professional or entrepreneurial setting.