Planning Zoo

Data Entry for Growing Firms; Experience for New Planners | Our mission is to support the growth of planning firms, while growing the “planner humanus” species.

[Planning Zoo @PlanningZoo]

Did you know seals are the most targeted marine mammal on the planet?
Celebrate International Day of the Seal with us!

[Planning Zoo @PlanningZoo]

Considering moving to a new financial planning software package, but don't want to deal with the headaches of migrating the data to the new system? Let us help! Our data migration services make it easy for you.
https://t.co/UVLdruwhAq

[Planning Zoo @PlanningZoo]

Is your current team too busy to train your new hire? Let us do it! Here is how we help busy and growing firms so they dont stress out their staff. https://t.co/uA6bgiUaNE

[Planning Zoo @PlanningZoo]

Did your new hire ask for a training schedule? If you don't have one, not to worry. We got you covered! https://t.co/uA6bgiUaNE

[Planning Zoo @PlanningZoo]

Nervous about the new SEC proposed regulations for working with and vetting outsourcers? We’ve made it easy for you. Click here to see our compliance packet. https://t.co/bijoAEnObs

[Planning Zoo @PlanningZoo]

Celebrate World Whale Day with us! Did you know that while whales shut their bodies down to sleep, only half their mind stays at rest? Learn more here: https://t.co/g1kgzKtOhg

[Planning Zoo @PlanningZoo]

Celebrate World Hippo Day with us! Learn more here: https://t.co/3i7qoqRfxE

[Planning Zoo @PlanningZoo]

Get your new hire up to speed quicker with our training program. See how our training adds value to your firm! https://t.co/uA6bgiUaNE

[Planning Zoo @PlanningZoo]

Excited that you signed a new client, but now dreading putting together another new plan? Let us help! The Zoo Crew is hungry and on standby to let you sign new clients without worrying about the data organization and entry into your FP software. https://t.co/uA6bgiUaNE

[Planning Zoo @PlanningZoo]

Need help training your new planner? Our training program will train your new hire for you. https://t.co/uA6bgiUaNE

[Planning Zoo @PlanningZoo]

Need help training your new planner? Our training program will train your new hire for you. https://t.co/uA6bgiUaNE

[Planning Zoo @PlanningZoo]

Our data entry services free up your planners to begin working with organized and accurate data. See more here https://t.co/uA6bgiUaNE

[Planning Zoo @PlanningZoo]

Too busy during tax season to get your new plans and plan updates done? The Zoo Crew is here for you! Check out how we make your life easier.
https://t.co/uA6bgiUaNE

[Planning Zoo @PlanningZoo]

Did you recently hire someone and don't have time to train them? Check out how our training program saves you time!
https://t.co/uA6bgiUaNE

[Planning Zoo @PlanningZoo]

Did you recently hire someone and don't have time to train them? Check out how our training program saves you time! https://t.co/uA6bgiUaNE

[Planning Zoo @PlanningZoo]

Make sure to budget for our data entry services to coordinate with your surge meeting calendar! View our packages and reserve your slot today! https://t.co/uA6bgiUaNE

[Planning Zoo @PlanningZoo]

Considering moving to a new financial planning software package, but don't want to deal with the headaches of migrating the data to the new system? Let us help! Our data migration services make it easy for you. https://t.co/UVLdruwhAq

[Planning Zoo @PlanningZoo]

Listen to one of our founders Sue Chesney as she joins the Financial Advisor Success Podcast!
Listen here: https://t.co/CzBOvHorUY

[Planning Zoo @PlanningZoo]

Wishing you a great 2023

[Planning Zoo @PlanningZoo]

Flexible, paid work with planning topic AND software learning on real world cases, plus experience credits. We’re trying y’all!

[Carolyn McClanahan @CarolynMcC]

@ericawriter There needs to be better training opportunities that provide a living wage without having to "get clients" so people can get the experience under their belt.