Outsourcing IntegrateDid you know that not all Integrate owners run the program themselves? Some of them outsource the difficult part to qualified, independent CFP's. And we want to alert you to just such an opportunity. NAPFA member Naomi Scrivener, after earning her CFP and working three years with one of NAPFA's highly-respected South Region firms, Resource Advisory Services of Knoxville, TN, completed the formation of Back Office Solutions of Georgetown, TX in 2000. We worked closely with Naomi in the development of her business plan because we believe in the concept of outsourcing and we think her services can provide you with a valuable alternative to the standard way of running Integrate and generating the quantitative foundation needed for your clients' planning. If you think outsourcing might be helpful to you in getting up and running faster on Integrate, or to simply defray the costs of adding another staff planner, we urge you to consider what Back Office Solutions has to offer. They can be contacted at: Naomi Y. Scrivener We hope you find this a useful side-benefit of your participation in the Integrate "community." |