Although many organizations contacted us and said they supported what we were doing, ultimately, we didn’t receive enough interest to keep the Zoo self-sustaining. We'll miss the Zoo but want to leave you with some resources.
Below are a few options if you want to continue to outsource parts of your planning business.
This list was recently curated by the team at Kitces.com. The full article is here: Outsourcing Financial Plan Preparation.
Delegated Planning, LLC
https://delegatedplanning.com/
Foundation Financial Planning
https://outsourcedfinancialplanner.com/
Fractional Planning
https://www.fractionalplanning.com/
Nifty Advisor Support
https://www.niftyadvisorsupport.com/
Outsource Financial Planning LLC
https://outsourcefinancialplanning.com/
Outsourced Planning
http://www.outsourcedplanning.com/
Simply Paraplanner
https://simplyparaplanner.com/
Spire Outsourcing, LLC
https://www.spireoutsourcing.com/
Virtual Outsource Solutions
We wish you continued prosperity!
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