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.
Download Track 1: Strategies to Ensure Your Business Grows (Click here).
Download Track 2: Important Lessons From Deborah’s Entrepreneurial Journey (Click here).
- 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.
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.
- Read Deborah’s Robo-Shield whitepaper.
- Read E Myth Book Summary.
- Follow @deborahsfox and @stevesanduski on Twitter.
- Contact Deborah.
What happens Between Now and Success…is Action, so turn you knowing into doing and get results.
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