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Fox Financial Planning Network Brings FinaMetrica Risk Profiling Solution to Subscribers
Geoff Davey, co-founder of FinaMetrica, and Deborah Fox, founder of Fox Financial Planning Network (FFPN), announced that they have entered into an alliance to support FFPN subscribers.
SAN DIEGO, CA, December 13, 2010 /24-7PressRelease/ -- Geoff Davey, co-founder of FinaMetrica, and Deborah Fox, founder of Fox Financial Planning Network (FFPN), announced that they have entered into an alliance to support FFPN subscribers. "Now, more than ever, advisors need to have a comprehensive, accurate understanding of their clients' tolerance for risk," said Davey. "Using FinaMetrica as part of a systematic planning process is an ideal approach."
FFPN is a complete workflow system and resource center for financial advisors for delivering comprehensive financial planning services to clients. Subscribers can choose Web-based, interactive or recorded training sessions during their first six months, followed by ongoing access to FFPN's online Resource Center. The program delivers a fully systematized and documented planning process for both back office and client-facing tasks. Through the alliance with FinaMetrica, FFPN subscribers will be eligible for a 10% discount on FinaMetrica's subscription fees. As part of the agreement, FFPN would offer FinaMetrica subscribers a 10% discount for the FFPN programs.
"I have been recommending FinaMetrica's risk profiling system to advisors for years as an effective and meaningful method of analyzing a client's risk tolerance," said Fox, a practicing financial planner who leads all of the training for FFPN. "Their proprietary profiling questions and corresponding client report is the best system I've seen. I'm pleased that we are now able to include discounted access to FinaMetrica among the select tools and technologies available to our subscribers."
Adding a Finametrica subscription to the other resources recommended to FFPN subscribers provides advisors with the following additional benefits:
- Improved quality of advice
- A repeatable system to conduct risk profiling
- Improved client understanding of financial risk and their personal risk profile
- Confidence from using an independent, expert third-party psychometric tool
"Our ultimate objective is to help advisors enhance the value of their service to clients while delivering every aspect of their services in a very systematized manner. FinaMetrica's risk profiling tools are a natural extension of our recommended resources to subscribers," added Fox.
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