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Advanced White Label Settings: Align Your Message + Brand

September 2, 2021
Feature Annoucements

Deluxe and Premier membership offers advisors the powerful opportunity to white label the checklists and flowcharts in the fpPathfinder library. Now, members can take their branding one step further with a fully customizable back page with Advanced White Label Settings. 

Back Page Flexibility

The back page of checklists and flowcharts is ideal for advisors to add contact information and disclosures. The following are the different approaches members can toggle between when deciding how to present their professional information:

  • Basic: This approach is the standard, preformatted back page. The Basic Back Page provides defined fields for entering information, including disclosures, contact information, and the firm’s website. 
  • Advanced: This approach provides a blank slate that empowers members to align their messages and brands fully. A bonus to the Advanced Back Page is the member’s opportunity to add images, such as a professional headshot. 

Take a couple of minutes, and learn how Advanced White Label Settings can work for you. This clear, concise video will walk you through the process. 

fpPathfinder will help you move closer to your goals. When you take the step to become a member, you’ll have access to the tools that can make a difference to your advisory practice. 

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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 love it! I find it very helpful. It's a great client value add.”
— Phillip, an advisor in North Carolina
“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
“This is one of my best subscriptions I pay for!”
— Sean, an advisor in California
“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
“With all the aspects of running a business, working with varying client scenarios, and knowing how much information is available, I like being able to look at a flowchart and just see what I need to see.”
— Mike, a financial advisor
“You just continue to put out great content on fpPathfinder. The 'What Issues Should I Consider Before The End Of The Year' checklist is fantastic.”
— Chris, an advisor in Illinois
“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
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Easily and quickly provide guidance to your clients. Then properly document your conversation or meeting.

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