Testimonials
What People are Saying about Global Practice Network
David is a unique resource who was able to apply his own experience as a financial planning practitioner to our individual needs and create a game-plan to guide us in improvements to our infrastructure and in the service offering to our clientele... Read More
Jeanne A. Robinson
CFP
The Marshall Financial Group, Inc.
Doylestown, PA
"Now it only takes a few hours over two days to get the quarterlies out. Having the ability to upload the reports directly to FON's web portal was easy and convenient. Being able to have peace of mind at the end of the quarter that everything is done right is priceless."
Becky Martz
Technology Analyst
Back Bay Financial Group, Inc.
Boston, MA
http://www.backbayfinancial.com/
Dave not only helped me identify the two programs that could serve my needs, but also provided training on the trial programs made available to decide on which one to purchase. Being neither computer literate nor experienced with the software programs, Dave was most valuable in helping me understand and utilize the trial programs. Read More
Sherida Ferguson
CFP
J.B. Hanauer & Co.
Tampa, Florida
"FON is an amazing bargain for what we pay. What amazed me, is that we got an 85% acceptance rate right off the bat. Clients used the site and had lots of positive feedback about it. We estimate we're saving $25,000-$30,000 a year in postage and printing costs by using FON."
Craig Phillips
CEO and CFP
Client 1st Advisors
ClearWater, FL
http://www.client1stadvisors.com
(He) covered everything from office layout, equipment, software, compliance, financial planning process, completeness, to valuation of my practice and ideas for putting into place a new partner plus session (succession) planning... Read More
Sherwood White
CFP
Sherwood Financial Group, Inc.
St. Petersburg, Florida
"I am very pleased with my decision to subscribe. I can already see that this is a very progressive business differentiator with wonderful potential as a client retention tool."
John H. Robinson
Managing Director
Financial Planning Hawaii
Honolulu, HI
http://www.fphawaii.com/
Dave has done an outstanding job with our firm. His initial financial practice evaluation was thorough and thought provoking. His ability to take the evaluation and follow through with an action plan to implement the recommended systems and procedures has been fabulous. An added bonus to Dave's repertoire is his ability to take on any new situation, question, issue that arises along the way. He has the ability to turn on a dime, just like a Dyson vacuum cleaner.
Daniel Goott
CFP
Investec Advisory Group, L.P.
Houston, TX
FON is more than a valuable tool, it has become our online satellite office and contains 200+ clients currently. As we amend/restate Retirement Plan Documents we establish what we call a MJGroup Virtual Office for the client.
An Intuitive design allows new employees to learn the system extremely quickly and online central client files permit a greater degree of decentralized and telecommunication type consulting. I call it the "beach project," it allows me to conduct business from any beach with internet access. Client relationships are improved because they have been helped to consolidate their retirement plan records. Advisor relationships have been improved because the advisor now has direct access to needed retirement plan documentation in real time. As a sidenote, we have had several advisors who have moved all of their clients retirement plan activities to us, just to take advantage of our Virtual Office System, so we can say FON can also be an aid in business building activities.
Hope that's of some help, because just saying we are VERY SATISFIED with the system, and have recommended it to colleagues isn't enough.
Michael A. Jones
President
MJ Consulting Group, Inc.
Pasadena, CA
http://www.mjgroup.com/ 
By uploading PDF’s of our client’s reports, they never hit paper because of the electronic exchange. Our Staples rep called in one day and asked if business was all right because our orders had dramatically gone down. I told him business was better than ever, it’s just that our clients love and have grown accustomed to receiving their reports and documents electronically via their secure virtual file cabinet. All that is great, but probably the biggest savings we have gained from using FamilyOfficeNetwork is in eliminating client anxiety! There’s no dollar sign you can place on providing all of your clients with all of their financial information at their fingertips.
Pat Dranchak
Office Operations Coordinator
Pinnacle Financial Advisors
Marlton, NJ
http://www.pfacentral.com/
