搜尋結果
2013年2月11日 · Outsource Financial Planner assists you in the process by: • Allow you to spend more time working in your area of core competency. • Add an experienced team member on-demand without salaries, benefits, training, etc. • Enhance the depth of expertise you offer clients by adding a CFP® designee.
Jacque presents the financial plan via webinars. Jacque reviews the client’s net worth and cash flow in great detail and can make adjustments very quickly while the client is participating. If the client or the advisor request scenarios, Jacque creates the plans on the fly during the webinar.
In 2003, Jacque opened LeFore Consulting (now known as OutsourceFinancialPlanning) to assist advisors in executing financial plans for their clients. His consulting practice has grown organically as advisors refer his services to one another. Jacque moved exclusively to eMoney as his planning platform in the fall of 2015.
Outsource Financial Planning. How We Work. Step 1 Data Collection:Typically, the advisor will collect data from the client, including assets … Read More. Why Outsource. The apparent benefit of outsourcing financial plans for most advisors is that they can allocate … Read More. About Jacque LeFore. Jacque LeFore became a CFP® certificate in 2002.
Phone No: 1-503-466-1796. Email Address: jacque@outsourcefinancialplanning.com. To schedule a time with me, click here. Connect with us at: CFP ® and are certification marks and are owned by Certified Financial Planner Board of Standards, Inc.
As an advisor, you guide your client through the planning process. Outsource Financial Planner assists you in the process by: • Allow you to spend more time working in your area of core competency • …By FRAN HAWTHORNE FEB. 11, 2013. The New York ...
2014年5月28日 · There are real benefits to adding virtual team members. A lot of energy and time are spent in interviewing, educating, training, and managing fulltime employees. Then there’s the money part. Competitive salaries, paid vacation and sick time, health insurance, payroll ...
黃嘉千家暴 相關
廣告
