In 2007, Financial Services Outsourcing Solutions (FSOS) was formed to address the many challenges facing financial advisors today. In a never-ending battle, financial advisors have 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, has been in the Financial Services Industry for over 20 years. She holds a degree in Finance and Economics and was formerly Series 7, Series 66 and Life/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. FSOS was built on the belief that outsourcing your customer management is the best way to keep you with your client base. It's important for your client to always feel like they have someone there for them, especially when you are dealing with what could be their livelihoods.
More about Stephanie
Stephanie lives in Berlin Center, Ohio, with her husband and two children. Stephanie is a native of Twinsburg, Ohio, and she graduated from Kent State University with a degree in finance and economics. She has owned and operated FSOS since April 2007, and more recently has been certified as a professional coach with the John Maxwell Team. Her specific skill set in advisory operations, trading, client management and project management helps her provide the best services to independent financial advisors.
Jill joined FSOS back in 2008. She worked with Stephanie at a regional broker dealer prior to joining FSOS. She lives in Austintown, Ohio with her husband and daughter.
David joined FSOS in 2014. He earned his Registered Paraplanner certification in the summer of 2016. He is married to Stephanie and resides in Berlin Center, Ohio with their 2 children.
"Stephanie and her team are the Best!
I have worked with Stephanie since 2010. Working as a solo independent RIA, I knew I needed help with managing software systems, processing paperwork, tracking applications and transfer of assets, trading and performing so many other back office responsibilities. Stephanie has demonstrated extensive experience with a variety of custodians, portfolio management and CRM systems and effortlessly integrates and navigates between them. Her many years of experience brings a wealth of wisdom that she readily shares. In addition, she offers suggestions to make my systems and practice more streamlined and efficient. Stephanie excels in all she does. She is patient and delightful to work with and I do not know what I would do without her." – Christina Larson, Larson Financial Planning