Blog

One step to making a good first impression with a prospective client involves asking important questions. Some advisors think of their first meeting with a prospective client as a blank canvas of opportunity and chances are, the prospective client is…

We’re excited to announce two new resources this month to help you be more diligent in the planning process.  Details are below: New Flowchart: Should I Consider Refinancing My Mortgage? When interest rates decline, mortgage refinancing becomes a particularly popular topic.…

We’re excited to announce two new resources this month to help you be more diligent in the planning process.  Details are below: New Checklist: What Issues Should I Consider When Reviewing My Investments? This checklist helps guide your conversations with clients…

Two New Resources Are Available: We’re excited to announce two new resources this month centered around Student Loans.  This topic is one of the most requested topics right now. That’s not surprising since student loans have become very complicated and are…

We’re continuing our efforts to review and update all of the checklists and flowcharts.  Below is our biggest batch yet to be updated – 25 resources!  In most cases, the changes are being made to improve clarity or to be…

We’re excited to release two new checklists today.  One is centered around the unique financial planning issues that arise when someone is starting a business.  The other deals with issues associated with identity theft and fraud, which has spiked in…

How interactive checklists can help during busy times  This newsletter is full of helpful insights to help you run your firm more effectively. This week we share: How “interactive checklists” can make advisors lives easier during this busy time Note-taking…

As a fpPathfinder member, have you ever wondered, “How do other advisors use fpPathfinder checklists and flowcharts in their firm?” If you’re a new Premier member, there are many ways you can use our interactive checklists and integrate them into…