^ click to play video: deborah fox on financial planning for accountants, interviewed at aicpa engage 2019.
fox financial network rebrands as advisortouch with interactive training, resources, tools, and systems for advisors and staff.
by 卡塔尔世界杯常规比赛时间 research
advisortouch.com
fox financial planning network, a leading consulting company for wealth management firms and the institutions that serve them, has rebranded to advisortouch and is rolling out a new interactive social platform with the training, resources, tools, and systems for advisors and staff at advisortouch.com/collaborative.
the company was founded 10 years ago by deborah fox who has been a practicing financial advisor in her own firm for 30 years and known for being one of the earliest adopters of moving her business into the cloud and incorporating detailed workflows, processes and web-based technology to work more efficiently and profitably. she was named among the ten industry innovators for 2020 by investmentnews.
the name change came about to differentiate the company and better represent the company’s offerings. with the rise of financial advisor “networks” in recent years that offer mostly technology discounts and a community, the company wanted to differentiate their offering. advisortouch is providing a more comprehensive, integrated service by providing the training, tools, resources, and materials for advisors to immediately use and customize for their own firms.
advisortouch provides wealth management firms with the resources they need to work efficiently and deliver exceptional client services, no matter which business model they have chosen to work under. the company’s mission is to provide the workflow templates, tools, training, systems and practice management ideas to assist firms with organizing both their client-facing and back-office activities. uniting systems, technology, practice management, and human capital creates an efficient, profitable and enjoyable wealth management business for all involved. and just as important, delivering excellent service transforms clients into raving fans.
by originally launching fox financial planning network, fox sought out to solve the industry problem concerning the lack of advisor adoption and implementation of best practices, tools, and technology. with its proprietary approach to initiative rollouts, advisortouch is able to collapse timeframes for quick results. advisortouch serves firms of all sizes from solo advisors to mid- and large-size wealth management firms.
advisortouch is also known in the industry for its comprehensive and customizable workflow system with a large template library that is integrated into redtail and wealthbox crms. the integrated templates save wealth management firms dozens of hours of time by preventing them from having to build the workflows from scratch in their crm. the advisortouch templates can be utilized within all crms that include a workflow component.