Thank you for joining us at the 2026 Annual Garrett Planning Network Retreat!

It was great connecting with advisers at this year’s retreat. Here’s what we covered:

Stay Ahead of Compliance, Tech Adoption, and Rising Client Demands
We discussed how advisory firms are using outsourcing to navigate regulatory complexity, adopt new technology, and deliver the transparent, client-first experience today’s investors expect.
How Advisory Firms Like Yours Are Scaling with Outsourcing
We explored how firms across the US are closing resource gaps and growing capacity without growing headcount or compromising on advice quality.
How AI and Automation Are Reshaping Back-Office Operations
We shared a practical look at how automation is making outsourced finance and operations faster, more accurate, and more cost-effective for firms like yours.

Global Clients

3000 +

Employees Worldwide

1500 +

Years of Experience

20 +

Delivery Centers

About Us

Two decades in, Befree stands as a trusted partner for 3,000+ firms across the UK, Australia, and the US. We combine deep domain expertise with automation-driven delivery to help firms do more with the teams they already have.

Our Services

Paraplanning Services

Accounting Services

Bookkeeping Services

Tax Services

Payroll Services

Virtual Practice Admin

Mortgage Services

Audit Support Services

Great Connecting With You in Minneapolis

Thank you to everyone who stopped by to talk with Abhinav Padhy at this year’s retreat. If you didn’t get a chance to connect, or if you’d like to continue the conversation, reach out below.