Is Outsourcing Your Next Financial Plan the Key to Scaling Your Advisory Practice?
Discover how top advisors are saving time, reducing costs, and delivering better client experiences.
Lets look at the data
Why Modern Advisors Are Outsourcing
Hours Per Plan
That’s the average time advisors spend gathering data, analyzing financials, and building reports.
Dollars Saved Per Plan
Outsourcing eliminates significant overhead, making it more cost-effective than in-house production.
Day Turnaround
Modern outsourced planning solutions—like PlanScout—return plans in as little as 3 days, helping advisors deliver faster than in-house teams.
Is outsourcing your secret to success?
We’ve crunched the numbers so that you don’t have to.
Inside the Guide, You’ll Discover:
✓ The hidden costs of creating plans in-house
✓ How outsourcing can save over $1,000 per plan
✓ When outsourcing enhances client outcomes
✓ Pros, cons, and real-life advisor scenarios
✓ A 5-step Outsourcing Checklist to evaluate your firm’s needs
✓ How to calculate your true per-plan cost and capacity
Our Customers
“Using PlanScout not only helps clients get clarity, but it also sets us apart from the financial salespeople. I mostly work with clients with $1M or more and I plan to use PlanScout for all of my clients.”
“Right now, I wear all the hats. My most valuable time is client face-to- face time because I’m the only one who can do that. PlanScout gives me more time back to meet with clients.”
“Even in a firm like ours, we have 6 advisors and 15 support staff, PlanScout allows us to manage our headcount better.”
Discover our free
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Time Horizon Advantage
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Retirement Checklist
Your go-to guide to lead clear, confident retirement planning conversations.
Beyond Monte Carlo Probability
Your practical guide to real world risk conversations when a 90% success rate isn’t safe enough.