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My Personal Marketing Plan

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by

Caleb Johnson

on 2 May 2014

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Transcript of My Personal Marketing Plan

My Personal Marketing Plan
My name is Caleb Johnson, I am a sophomore finance and account major at the University of Mary Hardin-Baylor and this is my personal marketing plan
My Personal Marketing Plan - Caleb Johnson
SWOT Analysis
Core Competency:
My core competency is to influence others in a positive way and build relationships through my impact. I believe that by doing so I will be able to build a healthy list of clients that I am close to and understand. I also want to influence my coworkers around myself in any way possible.
My Target Markets:
Industry - Financial Planning Industry
Demographic (Multi) - Anywhere in Texas outside of a major city
Culture - Flat organizational structure where I can work close with my clients
Examples of Firms:
Morgan Stanley
Edward Jones
A&N Financial Firm
Marketing Mix:
Product - Financial Advising Service
Price - Starting at $41,000
Place - Anywhere in Texas as far south as San Antonio
Promotion - An impressive resume and past job experience
Implementation:
I plan to graduate from the University of Mary Hardin-Baylor in the spring of 2016 with a BBA in Finance and a BBA in Accounting. Shortly after, I plan to earn the tittle of CFP which I will use to be more competitive in searching for a job, building relationships and earning promotions. After this I plan on getting a job as a certified financial planner and advisor where I will build trust, honesty, and positive relationships with my growing list of clients. I then plan to open my own advising and planning firm where I hope to draw in past clients as well.
Vision:
I would like to use my finance and accounting degrees to get a job at a firm such as Morgan Stanley or Edward Jones, helping people as a financial advisor. I would be open to earning an MBA if deemed necessary. After successfully building a strong client list, I would like to open my own personal financial advising firm. After my firm becomes successful, I would like to earn a pilot license and fly missionaries and supplies to needy countries.
Strengths:
Fund Management
Investment Management
Good Listener
Inspiring
Honest
Opportunities:
Weaknesses:
Low Patience for Mistakes
Slow to Forgive
Hard on Himself
Set in his Ways
CFP
CPA
MBA
Threats:
People with higher education
People with more job experience
Why I Chose these Segments:
I chose the industry that I did beacuse I enjoy working with finances, working with people, an understanding the financial market. I chose the demographic I did because I am a native Texan that would like to stay in the state. I chose the culture that I did because I would like to have freedom to make my own decisions without having to continuously go to my bass for permission to take curtain actions
Positioning Statement:
To customers in need of financial advise or planning I, Caleb Johnson, am a finance advisor/planner that creates a personal relationship with my clients and listens to adapt to their personal wants and needs.
Full transcript