Blog

Life insurance is a valuable and appropriate tool that can assure your client’s family and business can carry on, should the unthinkable happen.  To help guide your clients through an introductory life insurance conversation, consider using the “What Issues Should…

When advising couples, you probably walk a thin line between being a financial advisor and a couples counselor. Because so much of your clients’ long-term financial success comes from both parties pulling in the same direction to reach their goals,…

For some time, members have asked fpPathfinder for a feature that allows them to remove checklist questions. Because we are as deliberate as our members are diligent, we carefully evaluated the request to develop a solution that balances advisor needs…

Every once in a while, it’s a good idea to check in with your client to ensure you’re maximizing the financial plan the two of you put in place. To help you accomplish this critical review, we’ve pulled together the…

Unexpected expenses are an inevitable part of life. If you haven’t had a call like this, you will: “My car was totaled. It’s OK. Everyone’s fine. But we didn’t expect to have to buy a new car right now.”  Unexpected…

Your client’s home is a significant asset. As such, your clients may have questions about their mortgage, whether to refinance, and even what to do should they choose to move.  As the trusted advisor, your clients who are tackling home-related…

Annual client meetings can be overwhelming. There’s a lot to cover at one time. The 2022 Expanded fpPathfinder Service Calendar is your internal tool that offers 12 timely engagement ideas to help you plan your micro-engagements all year long. You’ll…

January 1 always feels like starting a new book that we get to write. The pages are blank, and we can start from scratch. That’s probably why we all make lifestyle and financial resolutions. Everything feels achievable in the new…