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A seismic shift is emerging in the robo technology space. Many robos have pivoted away from the direct-to-consumer model to instead work directly with early adopter financial advisory firms.
San Diego, CA – February 9, 2016. Fox Financial Planning Network (FFPN) is announcing today the availability of a new industry white ...Read More
I will be presenting two live 30-minute webinars with Redtail Technology this month. The first one will be on how to build effective workflows.
The second webinar will show you the brand new, customizable workflow system templates that are built into the new Redtail Tailwag workflow engine.
We are very excited about the new information and tools I will be showing that will allow ...Read More
As the heat builds up behind the emergence of the new category of online financial investment management providers, the so-called “Robo-Advisers”, many in the industry are predicting they will have a big impact on how investment advice is delivered and charged for in the future.
Backed by millions of venture capital dollars, these technology disruptors have set their sights (and literally their sites) on ...Read More
While this level of service is something that all firms aspire to deliver, the reality is that very few do. The very nature of providing a high level of personalized service and custom delivery for each and ...Read More
Being in the business of practice management consulting and having worked with hundreds of advisors over the years and have seen all types of practices come to us – the good, the bad and the ugly.
What has been interesting to learn is that the large majority of these firms have pursued some form of consulting, coaching or training prior to engaging with us. The feedback we have received from the introductory conversations we have had ...
One of the more interesting aspects of the financial advisory industry is the prevalence of prognosticators who predict trouble for the long-term sustainability of independent advisors. Case in point: Mark Hurley.
For those of you who are not familiar with Hurley, he is the CEO of Fiduciary Network, a financing company that provides succession capital to advisors. Hurley has just released a new white paper entitled, “The Brave New World of Wealth Management.” http://www.fiduciarynetwork.com/brave-new-world-of-wealth-management/
These days, there is a lot of talk about integration, with most industry pundits, broker dealers and custodians limiting their focus to the topic of technology integration. Designed to drive advisor efficiency, technology integration is mostly focused on bringing systems and applications to work better together and to decrease the number of steps necessary to complete various tasks.
However, for those of us who are practicing financial advisors, I think there is another meaning of the definition of integration ...Read More
On a recent trip, I was walking down the streets of New York City and I couldn’t help but notice the proliferation of Starbucks coffee shops. The iconic branding of the Starbucks logo and the lines to get a simple cup of coffee strike me as something that has profound implications for financial advisors.
Starbucks has mastered providing a consistent customer experience. How have they accomplished this? It has systematized the process of procuring coffee ...Read More
Welcome to Fox Financial Planning Network’s Blog!
As part of our commitment to transforming the way advisors operate by providing the tools, templates, workflows and consulting to systematize the delivery of financial planning/wealth management services, this space will provide the latest news, trends and happenings to help you create your ideal firm.
I’ve been a practicing financial advisor for 28 years. I feel so fortunate to have been able to work in a career that has ...Read More