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Many financial advisors face the same age-old struggle – demonstrating their value to clients and prospects. While hours of planning and research are difficult to illustrate to clients, fpPathfinder’s checklists and flowcharts have been helping advisors address these issues by…

This guest post was written by Michael Whitman, MBA, CFP®, Owner/Financial Planner for Millennium Planning Group, LLC and was featured on the Kitces Financial Planning Value Summit 2022. Introduction When I started in the financial industry back in 2009, I…

With today’s new guide release, “What Issues Should I Consider When Creating My Estate Plan?“, you can have a comprehensive conversation with all your clients about estate planning, no matter what their current estate plan looks like.  More and more…

It’s been a big lift for our team, and at long last, the SECURE Act 2.0 guide updates are complete. Led by Guide Editor Chris Granger, CFP®, the team reviewed every guide in the fpPathfinder library (there are more than…

Because the SECURE Act 2.0 includes many changes that will be phased in over the next few years, the fpPathfinder team has developed a summary checklist. The “What Important Issues Should I Consider Regarding Changes Made By The SECURE Act…

If you have clients who are business owners, it’s likely they have (or will have) questions about exit strategies. Strategies can range from selling their businesses to having the plan to pass it on to heirs. The topic is complex,…

Every day, we learn about advisors who have developed personalized reports to communicate their value to their clients. Indeed, it’s been impressive to witness advisors’ creativity and ingenuity. As this trend gained momentum, we asked ourselves, “Can we help our…

Members frequently ask, “How does fpPathfinder update checklists, flowcharts, and summary guides?” The following explains how we approach guide updates. The Team Let’s start with the most important part of the guide update equation: The team. Without a doubt, there’s…