Benefits of Affiliating with the Fox Financial Planning Network™

  • The ability to immediately learn and use a proprietary financial planning process that took over a decade to develop
  • Fully developed Workflow System that is pre-embedded into multiple CRMs
  • Full back office support including scripts, templates, live instruction, videos and continuing education
  • Individual coaching available to help you succeed with company founder, Deborah Fox
  • Monthly continuing education and updates
  • Study groups to hone your skills and share best practices
  • A complete system for contacting and serving your existing clients as well as for attracting new clients
  • Ready-to-use proprietary seminars for group presentations to your existing clients, prospective clients, CPAs and attorneys
  • Instructions and examples of how to create professional, state-of-the-art, customized written comprehensive financial plans for your clients
  • Dedicated Member-Only Resource Center for you to keep up with the latest technical information
  • Toll-free support
  • Access to additional exclusive add-on services such as Consultative Sales Training and assistance with branding your services