02.01.2023 - FP
Streamline your Financial Planning Process
Presented by Sue Chesney, CFP, Planning Zoo
Are you tired of spending hours inputting data into financial planning software and want to refocus on what really matters – providing high touch advice to your clients? Planning Zoo makes it easy for you!
Please join Sue Chesney, CFP and co-founder of Planning Zoo, to learn how their outsourced data entry services save advisors time and money. Learn how to utilize outsourced options to input data, migrate financial plans from one software program to another, and train your new hires on the ins and outs of financial planning.