A Powerful Vision for Advisors
We believe in independence in all its forms. No matter what business model you have chosen, you deserve support to achieve the freedom to put your focus where it really matters—on your clients.
In 2009, Deborah Fox founded AdvisorTouch (then known as Fox Financial Planning Network) to redefine the traditional way of doing business for financial advisors.
As a successful advisor herself, Deborah and the rest of the AdvisorTouch team understand the daily challenges advisors like you face, and how to address them so your advisory practice can thrive.
As Deborah created a process-driven system to manage a lean and efficient organization of her own, she took those experiences she developed to deliver exceptional client service and standardized them to offer to other advisors as to the AdvisorTouch integrated system.
In the modern landscape of rapidly changing technology and consistent challenges to financial advice professionals, the demands on your time from both clients and your internal team are becoming increasingly complex.
The one-of-a-kind, turnkey AdvisorTouch system provides the flexibility your firm needs to integrate the key elements of your business, immediately systematize your daily processes, and provide a higher level of service to your clients.
Deborah has been a practicing financial advisor since 1984 and is known nationally for her unique approach to holistic financial planning, wealth management services, and her specialty planning company, Fox College Funding LLC. She has been consulting with advisors for more than twenty years to help them unite and systemize their technology, human capital, practice management, and systems.
Deborah created AdvisorTouch (originally Fox Financial Planning Network) to solve a widespread industry problem: the lack of advisor adoption and implementation of available information, tools, and technology.
Deborah Fox Selected As 2020 InvestmentNews Innovator
We’re excited to announce that Deborah Fox, CEO and founder of AdvisorTouch, has been named as an Innovator in the InvestmentNews 2020 Icons and Innovators list. Deborah began her own financial planning practice in 1987 and began coaching other advisors on the processes she used to systematize her operations in 2004. Since then, she has enabled thousands of advisors to improve their businesses and improve how their team members support clients.
Awards and Recognition
She has been recognized in the industry by being placed on the cover of Financial Planning magazine and 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. Deborah is regularly asked to present at FPA, AICPA, and other industry conferences.