CONTROL PANEL

The Fox Workflow System is Pre-Built Into the Redtail CRM Workflow Engine

It's All Fully Customizable Too


You can choose from either the Basic or Complete workflow library

Advantages of the Fox Workflow System


1. Done for You

We already built the workflow system and even installed it for you in Redtail, including the automations.

2. Our Team

Created by a team that uses Redtail in our own planning firm everyday.

3. Who We Are

We understand what you and your staff do on a daily basis because we have our own financial advisory firm.

4. Workflows That "Flow"

The Fox Workflow System will allow you to automate your processes. 

 

Turbocharge Redtail With Our Workflow System

Automated Systems and Processes Will Tranform Your Entire Firm



  • Systematize Your Processes

    Automation is the key to a more efficient practice

  • Become More Efficient

    Prevent tasks from falling through the cracks

  • Automate Compliance Steps

    Have standardized systems to improve compliance



    Scroll down for details and workflow fees  

Purchase Workflow System

Looking for a more detailed demo? Click Here

Choose from either the Basic or Complete Workflow System

Each workflow is broken down into steps and each step has a detailed procedure included by role in firm. Firm roles included are senior advisor, junior advisor and administrative position (or team).

The Industry’s Only Workflow Templates Focused on the Delivery of Client Planning Services


​       Basic Workflow Library                                Categories:
 
  1. Prospect Meeting (includes Client Onboarding)
  2. Schedule a Meeting (for any type of client meeting)
  3. Initial Planning Meeting
  4. Investment Planning Meeting
  5. Review Meeting
  6. New Client Opportunity or New Service Offering
  7. Client Account Transfer In
  8. Client Account Withdrawal Request
  9. Client Required Minimum Distribution
  10. Client Change of Personal Information

​         Full Workflow Library
                   Categories:
 
  1. Prospect Meeting (includes Client Onboarding)
  2. Schedule a Meeting (All Planning Meetings)
  3. Initial Planning Meeting
  4. Client Portal Set-Up
  5. Investment Planning Meeting
  6. Insurance & Spending Plan Meeting
  7. Outsource Insurance Analysis to an Insurance Professional
  8. Estate Planning & Charitable Giving Meeting
  9. Outsource Estate Planning Analysis to an Estate Attorney
  10. Retirement Planning Meeting
  11. Financial Plan Delivery Meeting
  12. Review Meeting
  13. Readiness to Retire Meeting 
  14. New Client Opportunity or New Service Offering
  15. Client Account Transfer In
  16. Client Account Withdrawal Request
  17. Client Birthday List
  18. Client Change of Personal Information
  19. Client Death
  20. Client Insurance Document Collection
  21. Client Medicare Open Enrollment
  22. Client Mortgage Application or Refinance
  23. Client Referral Gift
  24. Client Required Minimum Distribution
  25. Client Social Security Enrollment
  26. Client Tax Document Collection
  27. Client Termination
  28. Office Cleaning
  29. Office Supplies Ordering

Purchase Workflow System

Your privacy is 100% protected.

How Much Is It?
There are no recurring fees


     Basic Workflow Package   
    The system is licensed based
               on advisor users
 
               1 - 3 Advisors
         One payment of $900

               4 - 6 Advisors
        One payment of $1,100

               7 - 9 Advisors
        One payment of $1,300

        10 or more Advisors
                Contact Us

Complete Workflow Package 
   The system is licensed based 
             on advisor users
 
              1 - 3 Advisors
     Two payments of $1,250
 
              4 - 6 Advisors
     Two payments of $1,750
 
              7 - 9 Advisors
     Two payments of $2,250
 
         10 or more Advisors
                 Contact Us

Who Are We?

Deborah fox is CEO and founder of Fox Financial Planning Network (FFPN). We are nationally known for our comprehensive set of resources that enable advisors and the institutions that serve them to become more efficient and increase profitability, ensure compliance and scale their business to grow.


Deborah has been a practicing financial advisor since 1984 and is known nationally for her unique approach to holistic planning and wealth management services.
She was one of the earliest adopters of moving her business into the cloud and incoporating detailed systems and web based technology to work more efficiently, profitably and be able to offer a higher level of service to her clients without working harder.

FFPN works with firms of all sizes, institutions and technology providers and Deborah is regularly interviewed and quoted by many publications such as the Wall Street Journal, Fortune, BusinessWeek, Newsweek, Forbes, Money, Fox News, Kiplinger’s, Financial Advisor, Investment News and other industry publications. She is regularly asked to present at FPA, AICPA, T3 Technology and other industry conferences. Fox Financial Planning Network is based in San Diego, CA.

A Powerful Way to take a Quantum Leap with your Technology and Efficiency


Purchase Workflow system

If you have questions or would like more information, you can email us at Info@FoxFinancialPlanning Network.com
Our website address is FoxFinancialPlanningNetwork.com

Copyright 2014-2015 Fox Financial Planning Network. All Rights Reserved.