1
Overview
2
Welcome Video
3
Questionaires
4
Guided Tour
Package

Congrats!

Congratulations on taking the first step in having more diligent client conversations. We recommend that you complete this onboarding tutorial before you jump into the Member Section.

If you have any questions, please feel free to email us at support@fppathfinder.com.

Welcome Aboard!

Account Set-up

Step of

Get your settings configured before exploring our database.

You Need to add some questions for your environment
Go here when logged in as an admin
What's a Planning Topic you address or want to address with your clients every year?
Reviewing Tax Returns
Beneficiary Review
Reviewing Insurance Coverage
Planning For Strategic Charitable Giving
Which of these describes a current client situation?
I have a new client and I want to show them how much we cover
An existing client needs an annual review
I have a client that is retiring
A client needs their investments reviewed
Which of these most popular resources would you like to view?
Important Numbers (like tax rates)
Master List Of Goals
What Issues Should I Consider Before The End Of The Year?
Estate Planning

Congrats!

Let’s get started with a brief tour of the Member Section.

Questions? Email us at support@fppathfinder.com

« Go Back
Skip Step
  • Prices
  • Member Section
  • Support
  • About Us
  • Blog
  • Log In
  • Become a Member

fpPathfinder

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

  • Prices
  • Member Section
  • Support
  • About Us
  • Blog
  • Log In
  • Become a Member

4 Share Link & Interactive Checklist Enhancements

March 10, 2022
Feature Annoucements

The Share Link Options update was a success among members. However, your team at fpPathfinder isn’t one to rest on its laurels. We identified several ways the member experience could be even better … so we kept at it!

Here are four enhancements that will support how Premier Members show up as diligent advisors for their clients. 

 

1. Add “More Information” In The Advisor-Facing Notes

Share link options now enable members to toggle on the Add More Information (i) to appear in the note. Regardless of whether you’ve hidden the “More Information” icon from client view, this feature lets you keep the “more information” in the checklist note that is sent to the CRM or your email address. Visible only to you when your client returns the interactive checklist, you’ll be able to easily reference the information that will help your client navigate the planning concern.

 

2. Prioritized Interactive Checklist Responses For Advisors Without A Linked CRM

One of the Interactive Checklist benefits members have found valuable is the prioritized responses. Until now, however, this was only available to members who have linked CRMs. Now, every Premier member who uses Share Link will experience the value of automatic prioritization. Going forward, when the client returns the Interactive Checklist, all of the YES responses will appear at the top of the email. Advisors can be confident that they are aware of the client’s planning issues and will be prepared to address them with the client.

 

3. PDF Of Interactive Checklist Responses

This new feature adds another level of diligence to your recordkeeping. Now, when your client returns a completed Interactive Checklist, you will receive a PDF of the responses. The PDF will be attached to the notification email you receive, and the responses will be prioritized with the YES responses at the top. In addition to being able to easily add a copy to your client’s CRM record or file, you can choose to share the PDF with your client for review during your meeting. 

 

4. Prioritized Responses For Advisor-Completed Interactive Checklists 

There are times you may want to collaborate in real-time with your client and complete an Interactive Checklist during a meeting. When you’ve completed the checklist, simply click “Review Your Notes.” You’ll see that all of the client’s YES responses are now prioritized at the top of the notes, which makes it clear what you and your client should tackle first. 

 
Premier Membership Delivers All The FinTech Capabilities

Take action today to become a Premier Member and gain immediate access to Share Link, Interactive Checklists, and CRM Integrations. You can learn more about Premier Membership here. If you’d prefer, register for a live demonstration that includes a Q&A session that gives you an opportunity to speak with our team directly.  

Schedule A Live fpPathfinder Demonstration

Sign Up to Receive Updates

Join our mailing list to be updated as we release new flowcharts and checklists that might be of interest.
  • This field is for validation purposes and should be left unchanged.

Categories

  • Service Guides – Linked
    • Guide Bundles
    • Timely Conversations
    • Age-Related Planning
    • Money In Motion
    • Top 10 Most Popular Resources
    • Client Service Calendar
  • How Advisors Use The Checklists and Flowcharts
    • Best Practices
    • Getting Started
    • Marketing
    • Planning Management
  • Announcements
    • Company Announcements
    • Resource Additions
    • Feature Annoucements
    • Updated Resources
  • In The Press
  • Uncategorized

Become a Member

See how our flowcharts and checklists help you navigate complex financial planning questions.
Become a Member

What Customers Are Saying About Us

Hundreds of other advisors are actively using fpPathfinder. Read what those lovely people have to say about us.
“My clients and COIs love these. I’ve shown the medicare IRMAA flowchart to a Medicare consultant I work with and she loved it”
— Steve, an advisor in Ohio
“I just utilized one of the Roth flowcharts live on the phone with a client. It worked perfectly!”
— Rick, a financial advisor
“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
“I love the flowcharts and have found them very helpful in guiding clients on complicated planning issues. The charts are easy to follow and help navigate through difficult decisions based on clients' unique circumstances.”
— Jason, an advisor in Illinois
“It’s brilliant to boil complex planning strategies into a one-page flowchart. It totally beats having to read 4 -5 articles to understand each nuance and exception, especially on the tax issues.”
— Meghan, an advisor in Georgia
“fpPathfinder is one of a few tools that I use most often in my practice. It has improved my process and the client outcomes.”
— An advisor is Texas
“I love these checklists and flowcharts! They are very useful and helpful in making sure I am covering all (or at least most) points regarding a specific topic.”
— Michael, an advisor in Pennsylvania
Become a Member
  • Become a Member
  • Member Section
  • Blog
  • TOS & Privacy Policy
  • Suggest a Flowchart or Checklist
  • Careers: We’re Hiring

Recent Blog Posts

  • 3 Ways To Use The New Client Engagement Builder
  • How To Shave Time Off Your Workflows With Fintech
  • Improving Estate Planning Conversations
  • SECURE Act 2.0 Guide Updates

Sign Up to Receive Updates

Join our mailing list to be updated as we release new flowcharts and checklists that might be of interest.
  • This field is for validation purposes and should be left unchanged.

Have a question, idea, comment, or see an error? We want to know! Email us at support@fppathfinder.com!

Copyright © 2023 fpPathfinder, All rights reserved.

Easily and quickly provide guidance to your clients. Then properly document your conversation or meeting.

Upgrade to Premier to use an interactive checklist and integrate with Redtail, Wealthbox, Salesforce Financial Cloud Services, and XLR8.

Learn More

Feature your expertise by putting flowcharts and checklists with your brand in front of your clients and prospects.

Upgrade to Deluxe or Premier to white label the resources.

Learn More

Save time by downloading all the checklists and flowcharts with one click.

Upgrade to Deluxe or Premier to download all the resources with one click.

Learn More

Deliverable Reports

Upgrade to Premier Membership and gain access to the Beneficiary Report. You’ll also unlock the capability to scale your client communications with the CSV upload that generates client-specific PDFs.

Join as a Premier Member