The training, workflows, coaching, resources and consulting on the tools & systems you need to run a best-in-class, efficient business delivered on an interactive social platform.

Does it sometimes feel like you're trying to find your way out of the woods, but haven't been able find your way?

Who was this built for?

REVIEWS

See what advisors say about us.

 

Fees

Select the plan that suits you.  

Powered by Our Genesis Smartware™ Platform

Introducing a new way to work together, socially. 

Complete Workflow Library

 Access to the Redtail or Wealthbox community 

CRM & Workflow Webinars

NexGen Workflow Library

Total of 52 workflows

We Install the Workflows in Redtail or Wealthbox CRM

Workflow  Updates/Additions

Community Access for Operations and Support Staff

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We realized after numerous attempts that we could not continue to grow and service our clients.

We turned to  Deborah at Advisor Touch. Deborah not only helped with our CRM system but she brought her years of experience in the industry to help  with other processes and initiatives.

I’m  finding  myself spending more time with clients  which is why I am in this business.

- Kirk H -

 

Santa Barbara, CA

Mercer Island, WA

- Jason C -

 

I implemented this system with a client eight weeks after my first session. This will save me literally hundreds of hours of trying to reinvent the wheel.

Peachtree City, GA

- Chris C -

 

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”.

We see advisors struggling to figure out how to get back to the work they love doing, which is helping clients. They’re struggling to figure out how to design and document their processes, how to create their document templates, which technology they should choose and how they and their staff work more efficiently. 

One of the most common things we hear is that they don’t want to reinvent the wheel and are looking for a system to help them resolve all these issues

It doesn't matter what your business model is or which institution you're affiliated with. Whether you're a solo advisor or working with a larger team of any size, we can help you.

There is a way out and we can help you.

- FREQUENTLY ASKED QUESTIONS -

Got questions? We’ve got answers.  

Are the workflows customizable in the CRM?

They are fully customizable. Each workflow is broken down into steps and each step has a detailed procedure included by role in firm. Firm roles included are senior advisor, junior advisor and administrative position (or team).

We work with all sizes of firms, institutions and technology companies. We have worked with new advisors starting their own firm, mid-size firms and large firms.

 

What size firm is this best for?

Do we need access to your CRM?

No. We do not have to access to your CRM so your data is kept private.

Do you also work with larger firms?

Yes. We have worked with some of the largest firms in the industry and provide custom engagements.

 

CONTACT US 

CALL US

(858) 768-2520

8 am to 4 pm PST

ADDRESS

113 West G St., San Diego, CA 92101

© Copyright 2020 AdvisorTouch. 

All Rights reserved.

HOMECOLLABORATIVECONTACTREVIEWSDEMOSPRICINGFAQSIGN UP

Formerly Fox Financial Planning Network

AT COLLABORATIVE

Workflow Demo

Workflow Demo

ABOUT US

*

Our Founder:

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 systems, tools, and technology.

*

Who Are We:

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 the experiences she developed to deliver exceptional client service and standardized them to offer to other advisors.

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.

AdvisorTouch provides the flexibility your firm needs to integrate the key elements of your business, systematize your daily processes, and provide a higher level of service to your clients.

View Our Workflows in a CRM

Does it matter what type of model my firm is?

We are model and technology agnostic. We work with advisors that have all different models. Advisors that are independent RIAs, Hybrid models or affiliated with a Broker-Dealer.

 

It's an organized, documented system comprised of:

  • A well-designed service offering with defined client tiers.

  • An organized system of templates for both client-facing deliverables and back-office tasks. 

  • A carefully chosen technology stack.

  • Great processes programmed into a good CRM workflow engine.

  • The right people serving in the right roles.

What is a Practice Management System?

What is the Collaborative?

Comprehensive Workflows

The workflow system is built for you and already integrated into Redtail and Wealthbox CRMs so you can begin using it immediately as soon as we complete your installation.

Become More Efficient


Implement automated systems and processes to transform your entire firm. This enables you to do more in less time.

Documented Processes  


Having documented processes built into your CRM helps you meet your compliance requirements.  


Automation

Automated systems and processes can transform the way your entire firm operates each day.  

Monthly Webinars

Our monthly webinars cover many different topics and may also include other subject matter experts. These are recorded and are available in The Collaborative.


Monthly Group Coaching

Get new ideas and evolve into your best self with monthly group coaching. One-on-one consulting will also be provided as part of our Symphony program.

Why Would You Want to Create One?

  • Be able to work much more efficiently.

  • Dramatically increase the level of service you provide to your prospects and clients.

  • A carefully chosen technology stack that you can leverage daily.

  • Be able to easily track and document your work.

  • Have well-defined team roles.

  • Have documented processes to improve compliance.

Just some of the results you can experience:

 Access to the Entire Community

Digital Document Template Library

Monthly Practice Management Webinars

Opportunity for Mastermind Groups

Monthly Group Coaching/Consulting

Template Library Updates/Additions

Basic +

One-on One Consulting

Pro +

This is the first platform of its kind that's now available in a subscription model.

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Some of our partners

Now available as a subscription model.

The Platform

The platform will provide the training, tools, templates, workflows and consulting to improve and systematize the delivery of your planning services.

Template library

Get access to a huge library of templates to use in all areas of your business that you can brand and customize. Over 300 customizable digital templates.


Privacy

We have all seen the privacy issues on current social platforms such as Facebook that other organizations use because it's free. Our platform is a closed ecosystem that keeps the information of its members private.

A Unique Collaborative Community

  • Collaborate with & learn from a community of peers and experts.
  • Share ideas and have access to other like-minded professionals.
  • Artificial intelligence to assist us and the community.
  • A workflow engine to assist with on-boarding, training and content delivery.
  • The Collaborative offers different channels (neighborhoods) for experienced advisors, newer advisors, operations and support staff.
  • A code of ethics to follow within the community.
  • The community will be able to share resources with each other.

Select the plan that suits you.  

SIGN UPSIGN UPCONTACT US

Complete Workflow Library

NexGen Workflow Library

Total of 52 Workflows

We Install the Workflows in Redtail or Wealthbox CRM

Access to the Community  

 Redtail & Wealthbox  

Entire Community

Entire Community

Workflow Updates/Additions

Opportunity for Mastermind Groups

Monthly Group Coaching/Consulting

Digital Document Template Library

CRM & Workflow Webinars

Community Access for Operations & Support Staff

One-on-One Consulting

Looking for Enterprise Solutions? Contact Us

PREMIER

PRO

BASIC

Template Library Updates/Additions

Monthly Practice Management Webinars

Pro

Workflows + Template Library + Collaborative

Onboarding $950 then $500 per Month

SIGN UP

See Features Below

Everything in Basic +

Year One

$149 per Month

Year Two And After

Cancel Anytime after the 1st Year

Basic

Workflows + Collaborative

SIGN UP

See Features Below

Year One

Year Two And After

$99 per Month

Cancel Anytime after the 1st Year

Onboarding $950 then $200 per Month

Premier

Symphony

See Features Below

Contact Us

One-On-One Consulting

Contact Us Below To Discuss your Needs

Everything in Pro + 

Why is the fee more in the first year?

The first year covers all the resources you receive such at the workflows, the digital document library and all the other resources we provide. That is why there is a one year commitment.

What happens after the first year?

You will continue to receive the same benefits as the first year for a lower ongoing membership fee. After the first year you can cancel at anytime.

Can I upgrade to a Different Plan?

Yes.

How does access to the community differ?

In the Basic plan, you and your team will have access to the areas of the community that are focused on all things CRM and workflows/processes. In the Pro and Premier plan,  you and your team will have access to all the areas including practice management.

How often is the group coaching & webinars?

In the Pro and Premier plan the group coaching is once a month and the practice management webinars are monthly. 

WORKFLOWS + COLLABORATIVE

SIGN UP

BASIC

Onboarding $950 then $200 per Month

Year Two And After

$99 per Month

Cancel Anytime after the 1st Year

See Features Below

Year One

Workflows + Template Library + Collaborative

SIGN UP

PRO

Onboarding $950 then $500 per Month

Year Two And After

$149 per Month

Cancel Anytime after the 1st Year

See Features Below

Year One

Everything in Basic +

CONTACT US

Everything in Pro + One-On-One Consulting

PREMIER

Contact Us Below to Discuss Your Needs

See Features Below

Symphony

SIGN UPShow me the Workflow & Document detailsShow me the Workflow & Document details