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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 [email protected].

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Account Set-up

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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

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

Questions? Email us at [email protected]

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

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A Service Guide To Timely Conversations

July 29, 2021
Service Guides - Linked, Timely Conversations

Your advisory practice can have a predictable rhythm tied to your clients’ needs at certain times of the year. For example, in the first part of the year, you can count on having a lot of tax discussions. Medicare discussions usually will coincide with the open enrollment periods. The fourth quarter is the time your clients want to address planning issues before the year ends.

It may feel overwhelming to parse out the entire year, so we’ve done it for you. The chart below will help you visualize the year and identify the checklists and flowcharts you can use to guide specific conversations. To get started, click on the chart and download the linked version to your desktop. You’ll easily navigate to everything you need. You can also use this guide as inspiration. If you’re aware of seasonal trends among your clients, by all means, make changes to this guide or create one of your own.

Here’s a hack: You don’t have to tackle every topic to make progress. Pick one or two to get started, see how it goes, and make adjustments.  

fpPathfinder Service Guide Guides To Share Throughout The Year

 

Have you always wanted to instill a sense of predictability in your practice? Become an fpPathfinder member and discover how you can use checklists and flowcharts to realize that goal. Questions? Register for a live demonstration with our support team. 

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Categories

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See how our flowcharts and checklists help you navigate complex financial planning questions.
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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.
“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
“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 hands-down the best collection of client-facing resources I've found anywhere. The checklists are amazing too, to make sure I'm not forgetting anything in a review.”
— An advisor in Kentucky
“The decision tree format has been immensely helpful. The design is very simple and elegant.”
— Deirdre, an advisor in Massachusetts
“fpPathfinder has been critical in my execution of financial planning. They provide well thought resources for when clients face specific problems, and I use them over and over again.”
— Roger Whitney, CFP®️, CIMA®️, CPWA®️
“Checklists don't make the planner smarter or more skilled, but do help to ensure that the planner maximizes the knowledge and skill he/she already has.”
— Michael Kitces, Publisher and Editor-In-Chief at Kitces.com
“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
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Recent Blog Posts

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  • How To Shave Time Off Your Workflows With Fintech
  • Improving Estate Planning Conversations
  • SECURE Act 2.0 Guide Updates

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

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