Financial Services Outsourcing Solutions (FSOS) was formed to address the challenges facing Financial Advisors in the never-ending battle to find time to simultaneously acquire new clients as well as retain and service current clients. No longer will you have to worry about finding the time to accomplish both objectives. Let FSOS be your complete client management resource.

Financial Services Outsourcing Solutions’ founder, Stephanie Platt, is a 18 year veteran of the Financial Services Industry. She holds a degree in Finance and Economics and was formerly Series 7 and life insurance/annuity licensed. Stephanie has worked in many different capacities in the industry giving her an advantage in being able to service your company’s needs.