David C. Bowman, CFP®, CCFC® Founder, Practice Management Coach |
Hi, I’m Dave Bowman, Founder of Outsourced Planning. My professional passion is to help financial planners solve their most pressing problems. At various times I act as outsourced COO, fractional financial planner, practice management and business coach, and technology consultant. I started my career at a large, fee-only RIA where I supported the lead advisors in meeting with clients, building financial plans in eMoney, developing recommendations, and helping clients achieve their goals. I was also lucky to be part of an internal working group that redesigned our entire onboarding and client service process from end to end. While I loved working on a team to serve clients directly, I was also deeply interested in practice management and spent a lot of my free time reading about better service models and volunteering in the planning community to see how others were finding success. In 2015, I formed Outsourced Planning and we've been working with RIAs small and large ever since. I've also recruited in the industry at New Planner Recruiting, founded and grown a college planning software for advisors called College Aid Pro, and currently work as the Director of Partnerships for XY Planning Network where I help to curate the technology choices and best practices for over 1,800 fee-only planners. At Outsourced Planning, we engage with planners across the country daily and have worked as a fractional members of over 75 RIAs. From these varied perspectives in the industry, we've learned a lot about what separates intentional practices from the rest and how to deliver great financial planning guidance efficiently. I still get energized solving these same kinds of problems with advisors and would love to hear about what you're struggling with to see if we can help. |