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Actionable feedback: That’s what members provide every Spring when they respond to our annual survey. A trend that emerged from the most recent survey is that members wanted our team to cover additional information in new ways. So we took…

Your work inspires us, and as a result, fpPathfinder is motivated to offer advisors more than ever before. Our team is proud to support our members with the tools that add value to their relationships.  Because there’s been a lot…

Our purpose at fpPathfinder is to raise planning issues and identify decision points so that financial advisors have a script to guide more productive client conversations. Often members and non-members alike ask how we approach guide development, and what we…

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. …

As your clients plan for retirement, they may be curious about how to secure a predictable income stream. At that point, annuities can become a hot topic for them, and you can help guide the analysis to support solid decision-making. …

As part of fpPathfinder’s ongoing commitment to our members, the ever-increasing roster of checklists, flowcharts, and summary guides is under continuous review. As a result, they are subject to updates.  Communicating Updates  Because our members depend on our guides, we…

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…

Whether a person leaves a congested urban area for the high plains or waves goodbye to the muggy Midwest for the arid desert, moving somewhere new has a certain romance to it. Romance aside, there are financial implications to relocation…