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    • Home
    • For Firms
    • Pricing
    • For New Planners
    • About the Zoo
    • Zoo Tales
    • Connect
  • Home
  • For Firms
  • Pricing
  • For New Planners
  • About the Zoo
  • Zoo Tales
  • Connect

For Firms

Visit the Exhibits

Prefer to use your time on higher value tasks? 


Interested in building the next generation of real financial planners?


We are a great fit for:

  • Busy financial advisors who offer planning and need help with their clients' data.
  • Advisors who want to lift the profession by providing opportunities to train aspiring planners.


Data Entry

Data Entry Services include:

  • Detailed data entry by US-based aspiring CFPs planners (Zoo Crew), thoroughly vetted with signed privacy agreements, who operate in a secure cloud environment
  • Quality review by an experienced financial planner (Zookeeper) with expertise in the software
  • Summary sheet of inputs and missing information
  • List of observations and red flags based on the information provided
  • Pricing: $300 per basic case, plus $100 per complexity
  • Zoo Memberships available

Data Migration

Data Migration Services include:

  • Transfer of data using reports from your old software 
  • Entry of available fields into new software by Zoo Crew 
  • Detailed review of 10% of your cases for quality control by Zookeeper
  • Pricing: Quote based on evaluation of five client cases

New Hire Training

New Hire Training includes:

  • Six hour software training in a small group setting
  • Weekly hourlong AMA small group sessions with Zookeepers for mentorship, planning topic questions, data entry questions, data gathering concerns
  • Zookeeper review and discussion of up to 15 data entry cases (Level 1performed on your client data, by your new hire
  • Level 1 (data entry) and Level 2 (scenarios, presentation) available
  • Pricing: $6,000 for a four month, seasonal package


Ideally, your new employee will have been with you for at least 30 days, they have access to your client information and software, and you have 10-15 client projects to be completed over the four month season. 


The process...was smooth and easy


Stephanie S., RIA Operations Manager

QUESTIONS?

If you have specific questions or need any additional information, please contact us

Contact the Zoo

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Email: Zookeeper@PlanningZoo.com

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