Create customizable process solutions for your clients

01/12/2013 | Morningstar Advisor

Advisers must regularly refine their internal processes if they want to stay competitive and meet client expectations, writes Bill Winterberg, CFP, a technology and operations consultant. Instead of creating their own processes, advisers can consult with firms that provide this service, such as Fox Financial Planning Network. Fox Financial offers generic processes that can be customized to a firm's operations, along with video training sessions and training for assistants. Fox Financial has also integrated its technology into several CRM applications. AICPA PFP Section members, inclusive of CPA/PFS credential holders, qualify for deeply discounted pricing for Fox Financial Planning Network for CPAs.

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