Advancing Knowledge in Financial Planning
Practice Management Solutions For Financial Advisors
Are you a financial advisor who wants help in implementing some of the ideas I’ve written about on this site?
Looking for outsourcing solutions to make your firm more efficient, or assistance in launching your practice?
Need help finding the next financial planner to hire for your growing firm?
Want some other tools and solutions to make your business more successful?
Below are several companies I’ve been a part of building and launching, that can offer you assistance.
Outsourcing Solutions
Buckingham Strategic Partners
A comprehensive wealth platform for advisors to take advantage of technology solutions, investment management, back-office support and thought leadership in evidence-based planning.
Visit Buckingham Strategic Partners
XY Planning Network
A Network For Gen X and Gen Y Advisors Who Want To Work With Their Peers
Visit XY Planning Network
New Planner Recruiting
Recruiting Services For Advisory Firms Who Want To Hire A New Financial Planner For Growth Or Succession
Visit New Planner Recruiting
Technology / Other
Timeline
A Safe Withdrawal Rate Calculator and Illustration Tool to Educate Retirees about Sustainable Retirement Income.
Visit Timeline
