Outsourced Planning
Financial Services - N/A, N/A, US
Outsourced Planning Employees
Outsourced Planning Details
Outsourced Planning started with a simple idea: what if great planners could free up their time, while getting more done, for a fraction of what they charge clients? What if you could turn that support on only when you need it, then hit the pause button when you don't? Would that accelerate your business? Could it improve your life?In 2015, a couple of things about the financial planning profession occurred to me that changed my life and spurred me to form Outsourced Planning. The most apparent: while many of the planners I knew were passionate about financial planning and helping their clients, most were professionally drained. They loved growing their businesses and meeting with clients, but struggled to keep up with their commitments. They worked harder, felt more stress in their free time, and the problem kept compounding.At the same time, I started to see how managing human capital was a constant and related strain. By the time these firm owners decided they needed to hire, they were often already buried. They were faced with designing a position, recruiting, on-boarding, and managing a new associate, and then trying to keep them engaged, competitively paid and growing so they wouldn't leave. I think the profession is starting to see a better, healthier way to grow. You can get the incremental help you need, grow responsibly and service your clients better. If you could use a teammate, let's chat. I'd love to help you focus on what inspires you.David C. Bowman, CFP®Founder & Lead Virtual Planner
Outsourced Planning Technologies
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