The Integrated Practice Blog

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 provided me with so much job satisfaction. I created the Fox Financial Planning Network (FFPN) to leave a legacy to our profession. FFPN is the go-to platform for advisors looking to work more efficiently, increase profits and offer a higher level of service to clients without working harder.

We’re providing the templates, workflows and technology recommendations needed to systematize your day-to-day activities so you can provide a consistent, repeatable and standout service to every client.  You’ll learn specifics on how to unify systems, technology, practice management and human capital to bring your practice to life and create the ultimate working environment. By doing so, you’ll be able to build a unique, more profitable business that can scale with your growth and ultimately provide you with a way to do what you do best and bring back the enjoyment you had when you first started your firm.

As an industry, we are at a true inflection point with the prospects of amazing opportunities crossing with a more challenging business environment.  Never before have we seen such a massive wave of people transitioning from work to retirement which is creating an unprecedented demand for professional financial planning and investment management.  While that is the good news, we are also faced with increasing client demands, more compliance requirements and higher operating costs.

To respond to these interesting times, it is critical to have a solid operational foundation that you can leverage and scale to provide both an outstanding client experience and profitable firm.  However, trying to create that foundation on your own can many times be time-consuming and overwhelming.  That is why we have made the systems, workflows, processes, and templates we use in our firm on a daily basis available to our Network members so they can hit the ground running and not have to spend years building them from scratch.

I look forward to providing you with thought-provoking posts on this blog that will challenge you to rethink how you work so you can evolve your firm to thrive in the new environment we find ourselves. Please join me and hundreds of other financial advisors who are members of FFPN to explore how you can better run and scale your business.  We’ll provide our best thinking and views on the advisory business here, but for more timely updates, feel free to follow me on Twitter @DeborahSFox.