Big State Financial of Florida, LLC | Application Preview
Big State Financial of Florida, LLC is applying for government grants to launch an educational workshop program focused on financial instruction and marketing. The funding will be used for materials, mailings, and venue rentals essential for the workshops.
The business strategy includes a growth target of 25% to 30% annually, achieved through these workshops and targeted marketing in the Tampa Bay Area. Plans also involve hosting dinner meetings to expand outreach and enhance customer engagement, necessitating additional staff members.
The funding is intended as a jumpstart for a program designed to become self-sustaining. This initiative is modeled after successful programs implemented by various agencies nationwide. The applicant expresses confidence in their growth trajectory, thanks to the guidance from their Field Marketing Organizations.
While there is competition in the financial industry, the applicant notes that multiple agencies are necessary to meet the diverse financial needs of the community. Big State Financial's competitive advantage lies in their commitment to a straightforward and client-first approach, differentiating them from others that may not prioritize the customer's interests as strongly.
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General Information
Business Registration Number: 59-3596642
Location: Tampa, FL, United States
Length of Operation: 6-10
Number of Employees: 1-10 Employees
Annual Gross Income: Less than $100k
Annual Gross Expense: Less than $100k
Open to Loans: NO
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Funding Usage
To start an educational workshop program for financial instruction and marketing. And the materials to support this effort. The costs would include mailings and venue procurement.
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Business Plan
Big Financial of Florida plans on growing by 25%-30% per year over the next few years. This will be done by using the educational workshops and demographic marketing into targeted areas of the Tampa Bay Area. Then adding dinner meetings to reach a broader market and customer base. Additional personnel will be needed, including licensed and non-licensed staff. The amount asked for is not a multi-year sustaining fund, but a kick starter to begin a program that should be self sustaining. This program is a copy of programs that are being used by many successful agencies across the country. With some funding and the sources of direction from my Field Marketing Organizations I have no doubt in my growth and progress.
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Self Identified Competition
In the financial industry, there are competitors, but in reality it takes many agencies to perform the services needed to take care of the financial needs of the community. My customers like my straight forward and honest approach to their needs. I believe that doing what’s best for the client, first and foremost will assure my success. I never approach a clients needs as to how it will benefit Big State Financial, we were not the the ones who saved a lifetime to accumulate the savings they are entrusting to us. Sad to say, not all agencies approach the process this way.
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Contact Applicant
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