Fox Financial Planning Network Officially Rebrands to AdvisorTouch

SAN DIEGO, March 11, 2020 /PRNewswire/ -- Fox Financial Planning Network (FFPN), a leading consulting company for wealth management firms and the institutions that serve them, has rebranded to AdvisorTouch. The name change came about to differentiate the company and better represent the company's offerings. With the rise of financial advisor "networks" in recent years that offer mostly technology discounts and a community, the company wanted to differentiate their offering. AdvisorTouch is providing a more comprehensive, integrated service by providing the training, tools, resources and materials for advisors to immediately use and customize for their own firms. The company is pleased to officially roll out its new name and branding.

AdvisorTouch provides wealth management firms with the resources they need to work efficiently and deliver exceptional client services, no matter which business model they have chosen to work under. The company mission is to provide the workflow templates, tools, training, systems and practice management ideas to assist firms with organizing both their client-facing and back office activities. Uniting systems, technology, practice management and human capital creates an efficient, profitable and enjoyable wealth management business for all involved. And just as important, delivering excellent service transforms clients into raving fans.

The company has now crossed the ten-year mark of helping hundreds of wealth management firms transforming their businesses. Because the company is ever evolving and innovating, this month AdvisorTouch is announcing a totally new interactive social platform with the training, resources, tools and systems to run a great, efficient business for Advisors and their staff. Introducing the Collaborative: https://advisortouch.com/collaborative

AdvisorTouch is nationally known for providing innovative solutions for advisors, and the institutions that serve them. Our deliverables and consulting enable firms to work more efficiently and systematize their processes, yet still be able to personalize the delivery of financial advice. The company was founded by Deborah Fox who has been a practicing financial advisor in her own firm for 30 years and known for being one of the earliest adopters of moving her business into the cloud and incorporating detailed workflows, processes and web-based technology to work more efficiently and profitably. Deborah was recently recognized as one of the ten industry Innovators for 2020 by InvestmentNews.

By originally launching Fox Financial Planning Network, Deborah sought out to solve the industry problem concerning the lack of advisor adoption and implementation of best practices, tools and technology. With its proprietary approach to initiative rollouts, AdvisorTouch is able to collapse timeframes for quick results. AdvisorTouch serves firms of all sizes from solo advisors to mid- and large-size wealth management firms.

AdvisorTouch is also known in the industry for its comprehensive and customizable workflow system with a large template library that is integrated into Redtail and Wealthbox CRMs. The integrated templates save wealth management firms dozens of hours of time by preventing them from having to build the workflows from scratch in their CRM. The AdvisorTouch templates can be utilized within all CRMs that include a workflow component.

About AdvisorTouch

AdvisorTouch has been transforming the way advisors operate by providing the tools, templates, workflows and consulting to systematize the delivery of financial advice. AdvisorTouch provides a comprehensive set of resources enabling wealth management firms to increase profitability, ensure compliance, scale their practice, while growing their firms.

Learn more about AdvisorTouch at www.AdvisorTouch.com.

For Further information:
Media Contact: Deborah Fox, CEO & founder
AdvisorTouch
E-mail address: [email protected]
Phone: 858-768-2520

SOURCE AdvisorTouch

WANT YOUR COMPANY'S NEWS FEATURED ON PRNEWSWIRE.COM?

440k+
Newsrooms &
Influencers

9k+
Digital Media
Outlets

270k+
Journalists
Opted In

GET STARTED