Keys to Growing Your Financial Advisory Business

Overview

[On-Demand Only]

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Sponsored by:

 

Your front- and back-office technology critically affects client satisfaction with your advisory practice. Having the right tools can help you turn promising opportunities to new business, foster a strong internal foundation and build a cohesive team. But it’s not easy to make the right technology improvements and turn these changes into both dynamic internal synergy and first-rate client relationships.

Join this complimentary webcast to learn how to strategically and profitably grow your advisory business by:

➣ Leveraging new technology tools that set your firm apart;

➣ Boosting how efficiently your team members work together and with clients; and

➣ Identifying the best strategies to optimize front- and back-office operations.

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Speakers

 

Deborah Fox, CEO and Founder, Fox Financial Planning Network (FFPN)

 

Deborah Fox is CEO and Founder of Fox Financial Planning Network (FFPN), a company nationally known for its comprehensive set of resources that enable advisors and the institutions that serve them to increase profitability, ensure compliance and scale their businesses to grow. Fox has been a practicing financial advisor since 1984 and is known nationally for her unique approach to holistic financial planning and wealth management services as well as her specialty planning company, Fox College Funding LLC. Fox was one of the earliest adopters of moving her business into the cloud and incorporating detailed systems and web-based technology to work more efficiently, profitably and to be able to offer a higher level of service to her clients without working harder.

Fox has also been providing consulting services to financial advisors for over 20 years. She has a reputation for being able to innately assess a situation and quickly come up with effective solutions that can lead to rapid break-throughs. She possesses strong skill sets in many areas such as marketing, practice management, technology implementation and financial planning technical skills. Fox developed the FFPN system to create the ability for a firm to unite all components of their practice – systems, technology, human capital and practice management.

While creating FFPN, Fox sought out to solve the industry problem concerning the lack of advisor adoption and implementation of available information, tools and technology. FFPN’s offerings have successfully produced a high rate of implementation for its Network members. Under Fox’s leadership, FFPN has become a standout in the industry due to the FFPN team’s ability to develop unique content, methodologies and techniques that can be quickly adopted by firms for immediate results.

Fox has been recognized by the industry by being placed on the cover of Financial Planningmagazine and is regularly interviewed and quoted by many publications such as the Wall Street Journal, Fortune, BusinessWeek, Newsweek, Forbes, Money, Fox News, Kiplinger’s, Financial AdvisorInvestment News and other industry publications. Fox is regularly asked to present at FPA, AICPA and other industry conferences. Fox Financial Planning Network is based in San Diego, CA.

 

Dan Skiles, President, Shareholders Service Group

 

Dan Skiles currently serves on the board of directors for the Financial Planning Association (FPA), the largest membership organization for the CFP professionals in the country, and includes many others who support the financial planning process.

As President of Shareholders Service Group, Skiles is involved in all aspects of managing the firm, with specific areas of focus include technology, finance, business operations and strategy. He began his career at the Jack White & Company in 1994.

Skiles is a leading industry expert who is often quoted in adviser trade publications and he also writes monthly article for Investment Advisor Magazine. He earned a bachelor’s degree and a master’s in business from San Diego State University.