Both newer and veteran financial advisors realize the importance of offering financial advice to NexGen clients. Now there is a way to holistically and systematically offer the advice.
San Diego, CA – February 10, 2016. Fox Financial Planning Network (FFPN) is pleased to announce today at the T3 Advisor technology conference the availability of the industry’s first NexGen Workflow System. The system provides financial advisors with an organized and systematic process to provide financial planning services to Gen X and Gen Y clients.
The NexGen Workflow System includes workflows, associated checklists and other support documents for the most relevant planning areas to this demographic. There are over 200 documented planning processes included in the system. The processes fall into planning categories such as investment, tax, job/career, short- to intermediate-term financial goals, family life, insurance and more.
FFPN is well known in the industry for its one-of-a-kind, customizable Workflow System for wealthier Boomer and Mature clients. Now FFPN has utilized its expertise to create the industry’s first set of detailed processes for younger generations. Now both newer and well-established advisory firms can get up and running almost immediately with a service model for NexGen clients.
“This product came out of the need for our own advisory firm. We are introducing a formalized service tier to serve the children and grandchildren of our HNW clients. We knew we needed an efficient way to deliver these services”, said CEO and founder of FFPN, Deborah Fox. “We documented all of the planning pathways that are included in our NexGen Workflow System so they would resonate with NexGen clients. As with many of the other efficiency tools we have developed for our own firm, we are sharing these templates with the industry through our FFPN consulting firm.”
Both younger advisors entering the industry and veteran advisors need an organized way to serve NexGen clients. Veteran firms also need a way to attract NexGen advisors to their firms who can assist with establishing relationships with the children and grandchildren of their HNW clients so they can retain inherited assets over the coming decades.
The NexGen Workflow System templates will be built into popular industry CRMs, beginning with Redtail Technology, so advisors can easily customize them according to how they choose to do business. FFPN is accepting pre-release orders at a reduced price for a limited time through Monday, March 11, 2016. The templates are expected to be ready for delivery by April 15. Interested firms can get more information and/or purchase the NexGen Workflow System by clicking here.
About Fox Financial Planning Network
FFPN has created the very first comprehensive set of workflow templates for serving NexGen clients. With systematized planning pathways, the FFPN NexGen Workflow System empowers advisors to efficiently and effectively address the planning areas that are relevant to Gen X and Gen Y clients.
FFPN is transforming the way advisors operate by providing the tools, templates, workflows and consulting to systematize the delivery of financial advice and excel in practice management. Based on the experiences of Deborah Fox, a 30-year veteran financial adviser, FFPN provides a comprehensive set of resources to enable advisors to increase profitability, scale their practice, while growing their firms.
FFPN also recently made available the very first comprehensive practice management program for choosing, setting up and marketing robo-tech services. Its purpose is to assist firms with successful adoption and implementation of robo technology in the shortest time possible. More information can be found at www.AdvisorTouch.com.
FFPN is a network of financial advisors and best-in-class technology providers, consultants and other financial industry resource providers that together, are improving the lives of financial advisors, their staff and their clients by helping them evolve their financial advisory businesses. www.FoxFinancialPlanningNetwork.com
Media Inquiries:
Deborah Fox
Fox Financial Planning Network / AdvisorTouch
[email protected]
858-768-2520
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About the Author:
Deborah Fox is CEO and Founder of Fox Financial Planning Network (FFPN). Deborah has been a financial advisor running her own firm for over 25 years. She is nationally known for her unique planning processes and for instructing and coaching financial advisors on how to work more efficiently in order to free up time and increase profits, all while delivering a higher level of client services.