Online resource helps planners streamline work flow and services

01/17/2012 | InvestmentNews (free registration)

Financial planners looking to bring order to the administrative aspects of their practice can find a blueprint in the Fox Financial Planning Network. The network offers more than 100 resources with step-by-step guidance on work-flow systems and procedures. The AICPA has joined with Fox Financial Planning Network to offer the resources to its Personal Financial Planning Division members. "Since a lot of clients are asking CPAs for insurance, investment, retirement and estate-planning advice, we want to give our members the help they need to get those services up and running effectively," said Andrea Millar, senior technical manager of the AICPA's PFP division. Visit aicpa.org/pfp/ffpn for more information.

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