Press

October 25, 2009 - Investment News , Outsourcing site aims to be advisers' personal shopper by Davis D. Janowski. Small advisory firms and sole practitioners, especially those just starting out, often don't know where to turn for expertise in selecting technology and software

September 06, 2009 - Investment News, Due diligence pays off when it comes to buying softwareby Davis D. Janowski. Advisers should always kick the tires and look under the hood of any software they buy for their practice.

April 21, 2009 - Investment News , Technology shortcomings dishearten advisers by Davis D. Janowski. Advisers are frustrated with current software options because they are difficult to integrate, hard to use and more complex than they need to be.

December, 2007 - Morningstar Advisor, "Building the Business 101: Looking Back on 2007" by Veena A. Kutler and Annette F. Simon. Their firm, Garnet Group, looks at ways to accommodate business growth in the coming year. Outsourcing is one area of consideration.

August, 2004 - Investment Advisor, "Software Showdown - Who's Best? It All Depends", Andy Gluck takes an in-depth review of three leading financial software planning applications.

September, 2002- listed as a resource in the book, Virtual Office Tools for a High Margin Practice, by David Drucker and Joel Bruckenstein, Bloomberg Press.

August, 2002 - Inside Information, "Extreme Outsourcing," Bob Veres interviews planner Sheila Chesney who uses the services of Back Office Solutions, among other outsourcing providers in order to run an efficient sole practitioner office.

July, 2002 - Inside Information, "Case Outsource", Bob Veres discusses the various ways in which data input and plan writing can be outsourced.

Brass Ring Campus.com, a website for college students on financial topics. Naomi Scrivener is quoted on topics of emergency funds and savings.

October, 2000 - Morningstar Advisor, "Keeping Virtual Providers in the Loop", David Drucker discusses the merits of outsourcing various parts of a financial planning practice.

Speaking Engagements

September 8th, 2010: COO Study Call on Outsourcing Financial Planning Topic:Outsourcing Financial Planning – the what, why, how and benefits by Naomi Y Scrivener, Back Office Solutions, LLC Free of charge for firms owners and staff who would benefit from learning about new practice management ideas. Sponsored by Back Office Advisor.

October, 2008, NAPFA Practice Management and Technology Conference, Las Vegas, NV, “Financial Planning Software: State of the Union”, Naomi Scrivener discusses developments in technology that have enhanced the integration of financial planning tools.

April, 2008, FPA Dallas-Ft. Worth Symposium, Dallas, TX, “Technology Whole Vision”, Naomi Scrivener and Kim Moulton, principal of Moulton Strategic Partners, Inc. present the consideration of all technology tools fitting together in running an effective practice.

July, 2006, North Texas NAPFA Study Group, Dallas, TX, “Choosing Financial Planning Software”, Naomi Scrivener presents the importance of selecting the appropriate software program for a planner’s practice.

May, 2005, NAPFA National Conference, Tampa, FL
“Selecting Financial Planning Software for your Practice”. Naomi Scrivener moderates a panel of financial planners that uses a particular program in a “Best Practices” presentation showcasing Integrate 2000, Money Tree’s Easy Money and Golden Years, Money Guide Pro, and NaviPlan Extended, Windows version.

October, 2004, Northeast Regional NAPFA Conference, Mystic, CT
“Choosing Financial Planning Software”, Naomi Scrivener presents the importance of selecting the appropriate software program for a planner’s practice.

October, 2003, Texas Society of CPA, Basic Training Seminar on Setting Up a Financial Planning Practice, Austin, TX
"Software, Technology, and Web Access”, Naomi Scrivener and Kim Moulton present resources that are available in setting up an efficient financial planning infrastructure for start-up practices.

October, 2003, National Association of Personal Financial Advisors, South Region Conference, Atlanta, GA
“Building a Virtual Practice – Maximizing the Resources, Minimizing the Cost”, Naomi Scrivener is one of four panelists to discuss the virtues of a virtual practice.

September, 2002, Financial Planning Association Success Forum, New Orleans, LA
"Starting Another Business Outside Your Practice", Naomi Scrivener is speaker/panelist on providing outsourced financial planning services.

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