Helping Diligent Advisors Ensure They're On The Right Planning Path
Unlock your white label settings and personalize your resources with a Deluxe or Premier Membership. Try out the white label settings below and check out this article on how you can use the white labeled flowchart today!
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Brand the resources here! Check out the Tips and Tricks video for setting up your White Label and Back Page or check out the articles available under the White Label Set Up support page.
Share Link settings are what your client will see when you send an Interactive Checklist. Watch this video if you need help getting started setting up your Share Link profile settings.
Use our interactive resources with your clients and easily document the result in your CRM. Check out our Interactive Checklist feature and upgrade to Premier to unlock your integration option.
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 just utilized one of the Roth flowcharts live on the phone with a client. It worked perfectly!”
— Rick, a financial advisor
“I love it! I find it very helpful. It's a great client value add.”
— Phillip, an advisor in North Carolina
“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
“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 fpPathfinder. I use it nearly every day. Clients think it is very clear and easy to understand and it has increased our credibility.”
— An advisor in Utah
“I just met with a client who had a question regarding her eligibility for Social Security benefits. We went through the flowcharts answering each question and following the lines. She looked at me and said 'This is great, it was so much easier to use this than trying to go through all the literature that Social Security offers. Thank you so much.'”
— Ben G, an advisor in Wisconsin
“Overall, I have really enjoyed the service as it makes teaching and educating people much simpler. ”