Webinars With Industry Experts

Financial Planning Outsourcing To Deepen Client Relationships

Most advisors know that writing financial plans deepens client relationships. Investment management services are being commoditized and financial planning is becoming increasingly important to independent advisors. But writing financial plans is time-consuming and many advisors can’t figure out how to make money on planning services.

Technology has changed the economics of financial planning and advisors are increasingly outsourcing the service.

In this webinar, you'll learn about:

  • How to work with a planning outsource firm
  • What data you need to provide to an outsource firm
  • The types of reports you’ll receive from an outsource firm
  • The cost of outsourcing
  • How to present plans written by an outsource firm to clients

 

Guest speaker Kristen Jankowski, CFP®, owns Financial Planning Outsource Services, LLC. Last year she wrote about 60 plans for advisory firms and is enabling advisory firms to offer planning services that never before could offers these services. She is also working with firms that previously used in-house personnel to make them more efficient. Jankowski holds an MBA in Finance from Fairleigh Dickinson University and has a BS in Economics from Ithaca College.

 

This webinar is approved for IMCA CE credit.

Questions?

How and why does the Advisor Products system work?

In today’s times, when consumers have become more demanding and tech-savvy, financial advisors must use content marketing to attract, inspire, engage, and convert their prospective customers.

A good content strategy is focused on developing and distributing consistent, valuable content to engage and retain prospective customers and target audience, via your website. Our content library provides financial advisors with fresh, high-quality financial content that is updated regularly, improving SEO along the way. And our automated e-newsletter and social media tools allow advisors to reach out to clients and prospects in an easy-to-use manner, providing frequent touch points for optimal brand building.

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  • Increase your follows and fans on social media
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Seeing is Believing.

See how easy it is to get started with our all-in-one digital marketing platform that drives leads, encourages referrals and increases client engagement.

 

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