Blog

You tackle the hard questions and difficult topics with your clients every day. Your two new checklists are designed to help you communicate the importance and urgency of the holistic planning that lies ahead for your clients who should consider…

Now that our checklists are interactive, we explore the next step in fpPathfinder’s interactive resources evolution: Flowcharts. Flowcharts have proven themselves to be a valuable tool for fpPathfinder members. When you’re answering a client question using a flowchart to navigate…

To help you more fully incorporate checklists and flowcharts into your practice, we’ve outlined many different strategies to consider. This new guide, “How To Use These Checklists & Flowcharts,” will step you – and your team – through various methods…

As a productive advisor whose time is best spent serving clients, consistently feeding your marketing pipeline can fall down the priority list. It’s understandable, and we get it.  However, when we learned many of our members were incorporating our checklists…

We’re excited to announce two new resources this month to help you be more diligent in the planning process, plus a recap of timely and updated resources to keep you in-the-know. Details are below: New Checklist: Master List Of Goals…

At fpPathfinder, we are always looking for ways to help you become more diligent in your planning processes. That’s why we are excited to announce a new feature called “Share A Link” that will help you improve your workflow, improve…

There is a LOT going on at fpPathfinder right now. Almost all the resources are being updated for 2021 over the next few weeks.  If there is a particular resource you’re looking for, chances are it will be updated very…

There are a multitude of planning opportunities for clients who are in the process of retiring. But there are also lots of planning opportunities that should be considered for clients that have been retired for some time. Many of those…