I am looking to partner with a CFP to write my financial plans. I am finding it difficult to find a qualified planner in my community that will take on this kind of work. Would you recommend hiring a full time CFP on our staff to write our financial plans? What about some of the outsourced financial planners that will write financial plans for advisors?

Article ID: 391

Last updated: 20 Nov, 2019

A. You could hire a full-time financial planner to be part of your team.

B. Yes, you can outsource. Try the local chapter of the Financial Planning Association. Make an announcement that you want to pay a fee to outsource the writing of your financial plans. I would be surprised if you don't get several people interested, hopefully some qualified.

C. If your evaluation is successful and you join the Committed Advisor Program we have a complete process for building your team that includes vetting for best-in-class, partnering process, and leadership.

For now, I would concentrate on doing as many Financial Road Map Interviews™ as possible

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