Financial adviser workflow: How Deborah Fox is networking advisers with a one-stop shop for workflow

While attending the TD Ameritrade Institutional 2013 National Conference last month, I connected with Deborah Fox, founder of the Fox Financial Planning Network.

In our conversation, Fox provided insight on the need for systematized workflow solutions in the financial services industry.

“We wanted to provide tools in a way advisers could get quick results to fully systematize their practice and think through their business model,” said Fox.

I reviewed the Fox Financial Planning Network resources in January for Morningstar Advisor (see: How to add pre-configured workflows to popular adviser CRM software).

You’ll see how the network resources are not just a list of PDF files listing the steps advisers should follow to prepare for a client meeting, but includes CRM plugins (Redtail and Grendel are the first ones to support this integration) and live training webinars and discussions with Fox and other experts.

For more information about the Fox Financial Planning Network, visit them online at

(click to watch on YouTube)



3 Responses to “Financial adviser workflow: How Deborah Fox is networking advisers with a one-stop shop for workflow”

  1. Henry February 22, 2013 5:38 am

    Nice post, but was unable to understand the PDF thing, elaborate please?

    • Bill Winterberg February 22, 2013 12:47 pm

      My review of FPPN in January for Morningstar Advisor should clarify the PDF resources.

      Workflows are described in PDF, Word, and Excel files, but in addition to those resources, Redtail and Grendel users can automatically populate workflow templates from FFPN right into their CRM.

  2. Henry March 5, 2013 1:26 am

    Thanks a lot, that was helpful though 🙂