We’re thrilled to share some exciting news with you all: PlanScout has officially partnered with Tucker Financial Group to help independent advisors grow their business.
Read the full press release here.
For those who may not be familiar, our mission at PlanScout is to provide advisors with the tools they need to create highly personalized financial plans efficiently and effectively – through our innovative SIPS planning software and comprehensive outsourced financial planning services.
Tucker Financial Group, on the other hand, stands as a beacon of support for independent advisors, offering invaluable marketing expertise and sales training resources to help them thrive in a competitive landscape.
Now, imagine the possibilities when you combine cutting-edge financial planning technology with top-notch marketing and sales support. The result? A dynamic enterprise partnership poised to equip financial advisors with even more tools and resources to excel in their practice.
Our CEO and Co-Founder, Raygar Khailany, summed it up perfectly: “This partnership underscores our unwavering commitment to empowering advisors.”
PlanScout Partners with Tucker Financial Group: Read the full press release here.
The 2024 Tucker Advisors Super Conference
Over the weekend, we were thrilled to join forces at the 2024 Tucker Super Conference where we met with over 150 top advisors from across the country, spanning large industry producers to cherished family-run firms. We were thrilled to share invaluable insights, tips, and success strategies, and most of all connect with Tucker advisors. Pictured left: PlanScout CEO, Raygar Khailany, and founder of SIPS, James Gallagher, at the Tucker Super Conference.
Some of our favorite highlights from the event:
- We were touched to hear from countless advisors how much they value using SIPS – our financial planning software tool – to deliver great plans, grow their business and help their community.
- We are grateful to have shared the stage with Karlan Tucker – who shared how creating financial plans in SIPS in one of the most important things successful advisors do.
- We were proud to learn that the Friday’s keynote presenters – Tucker’s 7 top performing advisors – all use SIPS and deem it critical to their success.
- We were thrilled to hear that Ed Slott’s primary advice to advisors is to deliver larger inheritances, more control, and less taxes for your clients. Why? Because using SIPS to create plans is the key to achieving all of these.
Thanks to Tucker Financial Group for hosting yet another fantastic conference and to all the independent advisors who made it such a blast!
Thanks to a newly forged enterprise partnership between PlanScout, SIPS and Tucker Financial Group, we’re thrilled to foster a community where we equip independent advisors with financial planning techniques, tools, and best practices in order to grow their business and better serve their communities.
Warm regards,
Raygar Khailany & the PlanScout Team 🚀
Ps. Want to connect? Feel free to book a meeting with me now and follow PlanScout on LinkedIn.
PlanScout: Your Partner for Personalized Financial Planning with a Friendly Touch!
We provide outsourced financial planning services for licensed financial advisors, enabling them to accelerate their growth by delivering visually engaging and comprehensive financial plans within just 3 business days.
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