Deborah Fox founded Fox Financial Planning Network™ (FFPN) to offer financial advisors a fully customizable documented Workflow System template and step-by-step instructions on how to efficiently deliver integrated financial planning/wealth management services to clients on a recurring fee basis. The training program enables an advisor to immediately begin delivering high-value, unique planning services in a systematized and consistent, yet highly personalized manner.
Deborah has been a financial advisor providing integrated financial planning services in San Diego, CA since 1984. Deborah is also well known in the profession for her specialty planning company, Fox College Funding® LLC and as one of the leading college funding experts in the country. This company provides advanced “late stage” college planning services nationwide to middle and high middle income families with a college-bound high school student to assist them in reducing their out-of-pocket college costs.
Deborah has personally witnessed how much the current economic cycle has negatively impacted the revenues of financial advisors. Deborah has come to the realization that her financial planning process and Resource Center could greatly assist advisors in improving how they deliver advice to their clients, the quality of the advice they provide to their clients and, at the same time, improve their revenue model.
Years ago Deborah had positioned her general practice in such a way so she would not be as negatively impacted as the typical advisor during times of negative market conditions. It is her revenue model and how she delivers financial advice that has kept her income relatively steady during the downturns of the current market cycle. More importantly, her financial planning clients have escaped most of the market losses since the fall of 2008.
Deborah has decided to share all her private materials and techniques because she genuinely wants to help advisors reach higher levels of success, and she would like to see a higher percentage of financial advisors in the industry provide more holistic financial planning advice to their clients.
Fox Financial Planning Network provides financial advisors with a complete program to assist them with fully systematizing their practice so they can increase their efficiency, revenues and level of service they deliver to their clients.
Deborah created FFPN to provide a way for members to deliver high quality financial planning advice with a full support system for implementation and a Workflow System template for documentation and consistency. Deborah and her team have utilized some of the newest technologies for delivering the program to ensure she can maintain the highest quality of service she has built a reputation of delivering.
Members receive Deborah’s complete Workflow System made up of over 100 customizable procedures, checklists and templates for delivering fully systematized financial planning / wealth management services. This is the same system that Deborah and her team use on a daily basis in her own financial planning practice that took her over 20 years to develop and perfect.
The AICPA has chosen to partner with Fox Financial Planning Network to deliver a customized version of Deborah’s training to their member CPAs so they, too, can systematize their financial advisory practices and efficiently provide their clients with a high level of service.
Deborah was recognized by her profession by being placed on the cover of Financial Planning Magazine and has been interviewed and quoted extensively by national media such as Wall Street Journal, Fortune, BusinessWeek, Newsweek, Forbes, Money, Fox News, Kiplinger’s, Accounting Today, San Diego Union Tribune, Financial Advisor magazine, Financial Planning magazine, Wealth Manager magazine, Investment News and various newspapers and radio stations throughout the country.