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FinaMetrica Webinars Feature Deborah Fox on "Growing Your Business"

Submitted by Technology Tools for Today on July 15th, 2013

FinaMetrica, the leader in psychometrically-based risk profiling software for financial advisors, will host two webinars in July that will help financial advisors grow their business by working more efficiently and proactively. The webinars will be conducted by Deborah Fox, CEO and Founder of Fox Financial Planning Network (FFPN). Deborah is nationally known for her unique planning processes and for showing financial advisors step-by-step how to work more efficiently and increase the value of their services.

The webinars will be held on two consecutive Thursdays and will focus on the following:

WHAT: Webinar #1 - Workflows to Systematize the Delivery of Your Investment Advice

Discover how to effectively incorporate workflows specific to providing investment advice to cut your work time by at least 25% and prevent critical tasks from falling through the cracks.

During this session you will be provided with best practices on how to systematize your processes including FinaMetrica for managing your clients¹ assets whether you do it in house or outsource. You will also see how to use technology to minimize workflow steps for improved efficiency and compliance automation. There will be a 15 minute Q&A after the session. Click here to register.

Webinar #2 - Five Ways to Use FinaMetrica to Attract New Prospects, Work More Efficiently and Bring Value To Your Clients ‹ Get the most out of your FinaMetrica subscription by discovering new ways to work more efficiently and differentiate your firm with prospects and clients!

During this webinar you will be provided with five powerful ideas for using FinaMetrica to help you win new clients and better serve your existing clients. You will be provided with FinaMetrica-specific targeted conversations, technology integrations and suggestions for leveraging social media that can uniquely position you in the marketplace. There will be a 15 minute Q&A after the session. Click here to register.

WHEN:           #1 - Thursday, July 18, 2013; 4:00 - 4:30 pm Eastern

                       #2 - Thursday, July 25, 2013; 4:00 - 4:30 pm Eastern

WHO:             Presenter - Deborah Fox, CEO, Founder, Fox Financial Planning Network (FFPN)

This is Deborah¹s 28th year as a practicing financial advisor. She is nationally known for her unique planning processes and for showing financial advisors step-by-step how to work more efficiently and increase the value of their services. FFPN provides a comprehensive set of resources enabling advisors to increase profitability, ensure compliance, scale their practice, while growing their firms.

About FinaMetrica

FinaMetrica specializes in risk tolerance and risk-related matters. The FinaMetrica risk profiling system is based on a psychometric test of personal financial risk tolerance. Psychometrics, a blend of psychology and statistics, is the scientific discipline for testing attributes such as risk tolerance. The FinaMetrica system enables advisers to make valid and reliable assessments of their clients¹ risk tolerance, incorporate those assessments into the financial planning process and explain risk meaningfully. More information: www.riskprofiling.com.

About Fox Financial Planning Network

Fox Financial Planning Network is transforming the way advisors operate by providing the training, tools, templates, workflows and consulting to systematize the delivery of financial services. Download their most recent white paper, Uniting Systems, Technology, Practice Management & Human Capital to Create an Efficient, Profitable & Enjoyable Financial Advisory Business, at www.foxfinancialplanningnetworkcom. 

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