Financial Planning Consultants

 


Practice Builder the Client Relationship Management (CRM) system for today’s financial advisorFinancial Planning Consultants provides software, training, business coaching and educational programs for professional financial advisors - financial planners, life agents, stockbrokers, bankers, investment advisors, accountants and to supporting organizations.  It also offers consulting services to life insurers, broker/dealers, banking institutions and professional associations.

Financial Planning Consultants has been involved in the development and support Client Relationship Management (CRM) systems to enhance client relationship and stimulate the acquisition of new, high quality clients. Practice Builder was created as unique financial software program to fill the recognized needs of financial advisors.

From our 40-year involvement in financial planning, active participation and leadership in professional associations, we have the experience and perspective to develop the leading systems.

 

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