Who We Are
Planners Consulting Group provides back-office support and services to Financial Advisors to help manage your business efficiently, and spend more time on client-facing activities. Our team of specialists will handle the following tasks for you.
FOCUS ON YOUR CLIENTS
lEAVE THE BACK OFFICE TASKS TO US
Focus On Your Clients First
Outsourcing to our team of specialists at Planners Consulting Group can significantly streamline the back-office operations of your financial advisory business. By delegating these tasks to us, you can focus on providing high-quality financial advice, and building strong client relationships.
Benefits of Outsourcing with Planners Consulting Group
- Focus on your core activities as a financial advisor.
- Streamlined administrative processes, making operations more efficient, and tasks being completed more accurately.
- Cost and time savings of hiring and training in-house staff. Let our team of specialists handle your back-office needs.
- Our team is flexible and adaptable to your ever changing needs and can work to provide solutions tailored to the specific needs of your financial advisory firm.