The Importance of Processes with Deborah Fox - a podcast by Financial Planning Association

Deborah Fox, the CEO of Fox College Funding and the Fox Financial Planning Network joins us to share the importance of processes and how it can impact you, whether you are in a firm or have your own firm.
Deborah’s approach allows you to work on your business rather than just in your business and helps financial planners develop a systematized approach to working with clients.
As someone who is not naturally process driven, I have come to realize the significant value that processes have, both for clients and the business!
I hope you enjoy!

“It was very important that I didn’t dictate how one needs to do business. I wanted to give possibilities.”
 
Resources:
FPA DFW Career Day
Fox College Funding
Fox Financial Planning Network
E-Myth Revised
The 7 Habits of Highly Effective People: Powerful Lessons in Personal Change
The Checklist Manifesto: How to Get Things Right

Further episodes of You're a Financial Planner, Now What?

Further podcasts by Financial Planning Association

Website of Financial Planning Association