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

Does it sometimes feel like you're trying to find your way out of the woods but don't see the path?

Who is this for?

REVIEWS

See what advisors say about us.

Fees

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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.

Santa Barbara, CA

Mercer Island, WA

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

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”.

There is a way out and we can help you.

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- 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 

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All Rights reserved. 

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.

What is the Collaborative?

Some of our partners

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Can I upgrade to a Different Plan?

Yes.