Fox Financial Planning Network is now AdvisorTouch
The AdvisorTouch platform integrates ready-to-use scalable workflows, best practices, and recommended technology solutions to help your firm achieve growth and scalability without the painful experience of doing it on your own.
Solutions for Every Type of Financial Organization
Every firm is unique, but each firm can benefit from systems and documented processes. AdvisorTouch provides a platform to streamline your delivery of financial services.
Creating satisfied clients begins with an efficient Operations Team. Add internal processes that have been created, tested, and implemented by some of the industry's biggest names.
Implement a systematic, scalable program for every advisor on your platform to create company-wide harmony and set up your organization for decades of sustained growth.
Lean on our industry knowledge and experience to step forward into your future and make sure your company is on the right path to creating what advisors truly need.
The AdvisorTouch Platform
Create a higher level of client service with ready-to-implement systems you can use to build your financial planning business. The AdvisorTouch platform provides all the training, tools, materials and resources you need to drive internal efficiency, add revenue, and increase client satisfaction.
What Makes Us Different?
AdvisorTouch is the only platform that delivers a complete integrated system to scale every area of your practice with personalized training, practice management resources, coaching, and community to help you achieve balance in your business. You could try to build your own processes, but why go to the trouble when we've already created a proven system that gets results? We'll guide you every step of the way to building the practice you've always wanted to create.
Deborah and the AdvisorTouch Team are advisors of advisors, truly living out their mission to “improve the lives of financial advisors, their staff and their clients by helping them evolve their financial advisory businesses”.
Imagine this: you want to grow your firm by serving more clients, but you lack a good plan to meet your goals. Sounds like something a prospective client might say about their finances, right? Like a financial plan you would deliver to your clients, Advisortouch is the “financial plan” you need to establish proper systems and processes so you can focus on building the number of clients you serve.
Peachtree City, GA
I want to thank you for the personalized service you have given me throughout our relationship. Your flexibility has been greatly appreciated.
I would highly recommend the Fox Financial Planning Network to both beginning and seasoned practitioners. Having such an organized, complete, and thorough Workflow System and documentation processes “delivered on a silver platter” has been great!
Your commitment to continually adding value with new resources is also appreciated.
As an independent RIA, the compliance protection of such strong documentation is a real added bonus.
The value of the business I have developed has far exceeded the investment I have made in Deborah's training. It is clear that Deborah’s program is helping me move forward in building my dream practice.
Hales Corner, Wisconsin
I implemented this system with a client eight weeks after my first session. This training will save me literally hundreds of hours of trying to reinvent the wheel.