Webinar Registration

Streamline your Financial Planning Process

Boost Your Client's Practice Management outcomes and reduce out-of-pocket costs -

Wednesday, February, 1

01:00pm ET

60 minutes

Sue Chesney, CFP

Co-founder Planning Zoo

What You'll Learn

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…

Webinars are for Financial professionals only. Exceptions may be made for clients of Finacial experts Network subscribers.

Name

First Name

Last Name

Email Address

Who invited you?

Please provide your CFP ID #

Please provide your CRD #

ZIP Code

Which best describes you? *

State

City

Phone Number

What are your designations (e.g. CFP or CLU)?

Your B/D or RIA

Do you have a trusted mortgage advisor to serve your clients?

This question is for testing whether or not you are a human visitor and to prevent automated spam submissions.

What You'll Learn

No content added

Webinar Description

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.