Deborah Fox

Deborah Fox, Founder & CEO of AdvisorTouch

Deborah Fox is the Founder and CEO of AdvisorTouch, a company that provides financial advisors with a complete program to assist them with organizing and fully systematizing their businesses.1 She has over 30 years of experience working in the financial advisory industry as both a financial advisor and a consultant to other advisory firms.13

Some key facts about Deborah Fox:

• Chosen as one of InvestmentNews' nine Innovators for 2020 out of over 200 nominees1
• Specialty in Late Stage College Planning in addition to providing advice in many areas of financial planning1
• Invented a unique process for advisory firms to improve the delivery of their services, provide an exceptional client experience and get systems and processes in place1
• Founder of Essential Planners & Fox College Funding since 19871
• Graduated from UC Santa Barbara with a Bachelor's degree in Aquatic Biology13

AdvisorTouch, formerly known as Fox Financial Planning Network, provides financial advisors with ready-to-use scalable workflows, best practices, and recommended technology solutions to help their firms achieve growth and scalability.2 The platform delivers a complete integrated system to scale every area of a practice with personalized training, practice management resources, coaching, and community.2

Deborah Fox is passionate about helping people make great life decisions so they can live their best life.3 She strongly believes in giving back to the community by providing financial education to both individuals and groups.3 She shares her proprietary processes with other financial advisors as a speaker and trainer for the industry.34