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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

 

 

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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.
“I really love the flowcharts and they are helping me explain difficult decision points/rules to my client base. In fact, I plan to upgrade so I can use some of the material on my website with my own branding.”
— An advisor in Texas
“This is probably the best money I have ever spent. I love fpPathfinder!”
— Phillip, an advisor in North Carolina
“The charts are probably as much value to me (as advisor) as they are when given to a specific client. I know and understand the topics covered, but it can be a lot faster to refresh with a quick glance at the chart’s decision tree vs having to read through regulations”
— Larry, an advisor in Oregon
“In client meetings I'm often sharing a checklist regarding a specific topic, and helping clients understand the planning issues, opportunities, and process all very quickly and efficiently.”
— An advisor in Texas
“Overall, I have really enjoyed the service as it makes teaching and educating people much simpler. ”
— Michael, an advisor in California
“It is very helpful for us when we have a client in and we have an issue at hand. Walking through the checklist helps us big time.”
— William, an advisor In Massachusetts
“These tools look great. They will really help me share quality content with those I assist and will allow us to reduce errors. Furthermore, these tools really help our teams look professional and solidify us as true planners”
— Shane, an advisor
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