Strategies to ensure your business grows in the years ahead

Deborah Fox: Robo-Advisers will commoditize various aspects of the financial advice value chain, replacing legacy providers in those categories if they do not adapt their business models and embrace technology platforms.

DEBORAH FOX SHARES HER BEST STRATEGIES, TIPS AND TOOLS on how to ensure your business grows in the years ahead. Plus, she goes into detail on how to build a Robo-Shield for your firm.


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Deborah Fox: Robo-Advisers will commoditize various aspects of the financial advice value chain, replacing legacy providers in those categories if they do not adapt their business models and embrace technology platforms.
Deborah Fox: Robo-Advisers will commoditize various aspects of the financial advice value chain, replacing legacy providers in those categories if they do not adapt their business models and embrace technology platforms.

Deborah Fox

  • CEO and Founder of Fox Financial Planning Network (FFPN), a company nationally known for its comprehensive set of resources that enable advisors and the institutions that serve them to increase profitability, ensure compliance and scale their businesses to grow.
  • A practicing financial advisor since 1984.
  • Known nationally for her unique approach to holistic financial planning and wealth management services as well as her specialty planning company, Fox College Funding.
  • Been recognized by the industry by being placed on the cover of Financial Planning magazine and is regularly interviewed and quoted by many publications.

Quick Advice

To compete effectively in the future:

  • Become an expert at clearly articulating your value.
  • Standardize and systematize your service pathways.
  • Build in personalization for each client within your workflow to creat an exceptional client experience.
  • Provide clients with access to a personal portal and vault.
  • Partner with Robo-Advisers that cater to advisors.

Resources

What happens Between Now and Success…is Action, so turn you knowing into doing and get results.

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Steve is the founder of Belay Advisor and a NYT bestselling author, podcast host, speaker, and financial advisor coach.

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