Financial Planning Outsourcing To Deepen Client Relationships

Financial Planning Outsourcing To Deepen Client Relationships
Kristen M. Jankowski
05/20/10 4 PM EST
IWI
3.0
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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.


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(Updated: May 19, 2010)
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it was good

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(Updated: May 19, 2010)
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I thought the presentation was good not only from the outsourcing point of view, but also to see what a peer was doing in providing for a financial plan.

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(Updated: May 19, 2010)
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i thought it was good and very useful information

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(Updated: May 19, 2010)
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I thought is was valuable.

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(Updated: May 19, 2010)
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I liked it a lot. It presented a service offering to advisors which is potentially extremely valuable.

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