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fpPathfinder

Helping Diligent Advisors Ensure They're On The Right Planning Path

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2022 Expanded fpPathfinder Service Calendar

December 23, 2021
Best Practices, Service Guides - Linked, Client Service Calendar, Marketing, Planning Management

Annual client meetings can be overwhelming. There’s a lot to cover at one time.

The 2022 Expanded fpPathfinder Service Calendar is your internal tool that offers 12 timely engagement ideas to help you plan your micro-engagements all year long. You’ll also find client-facing email templates that will help you get the ball rolling. 

How To Use The Expanded Service Calendar

The fpPathfinder Expanded Service Calendar is an easy, turnkey tool that you can use as-is or lean into for inspiration. The following are a few recommendations to get started:

  • Download the calendar. fpPathfinder members will find that the calendar includes links to the guides and the communications templates for easy, efficient access to everything they need. 
  • Review the guides and email templates. You understand your clients best, and you’ll be able to identify which topics have broad appeal and which will speak to a segment of your clients. 
  • Mix and match an experience that suits your practice. Consider how the Expanded Service Calendar can inform your client communication strategy:
    • Are there periods when you’d like to send a single guide to every client? That is great.
    • Are there periods when it makes sense to segment your clients and send a more specialized guide to each group? That works!
    • Are there periods when you want to send two invitations to connect? You can do that, too. 
  • Plan your year. You can implement as many or as few micro-engagements as you wish. If this is your first time implementing a client service calendar, keep it simple. If you’re a pro, consider adding a couple of new topics and periods and see what happens. Use this calendar for ideas, timing, and inspiration.   

The fpPathfinder Expanded Service Calendar is an internal resource for you to use as you plan your outreach. Consider making your client-facing version based on the service calendar you create.  

fpPathfinder 2022 Expanded Client Service Calendar

 

 

fpPathfinder Membership

Advisors can choose from three membership levels. Check out the Become A Member page and select the membership level that helps move you toward your goals. Alternatively, you can schedule a live demonstration with our team if you’d prefer a more personalized experience. 

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What Customers Are Saying About Us

Hundreds of other advisors are actively using fpPathfinder. Read what those lovely people have to say about us.
“Our firm had been looking for something like this for so many years. A standardized checklist or flowchart of important issues to consider, and a way to integrate the responses into our system. When we stumbled across your service, I couldn't have signed up any quicker. We now use the checklists to conduct monthly webinars about the all of the important topics”
— An advisor in Texas
“I can’t tell you how much I appreciate the Flow Charts you are providing. Helps me feel a little less crazy as an advisor.”
— Tami C, an advisor in Colorado
“One client just said 'Wow, thank you for this. I would have screwed up my retirement if not for this.'”
— David, an advisor in NY
“Love the Redtail integration - it’s been instrumental in my prep for my client reviews. I’m finding my self being over-prepared because of the robust lists which is great.”
— Don, and advisor in California
“What you guys have created is pretty badass! I’ve used your material for both client meetings and prospective clients.”
— An advisor in California
“The flowcharts have helped a lot in recent discussions with the changing markets, providing us with confidence that our clients are getting the best, most accurate information.”
— Matthew, an advisor in Georgia
“We are delighted with the thoroughness of each chart in simplifying the complex questions and helping lead to an answer. These are indeed a helpful asset in our toolbox for work with clients.”
— Victoria L, an advisor in Massachusetts
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