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
![Pen and phone](assets/koob-home-2.jpg)
![Girl working](assets/koob-home-3.jpg)
![Calculator](assets/asset-1696271679495.png?v=0.08639903728405174)
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.