Category: Announcements

It’s never a great experience for clients when they get to the tax return preparation and filing stage of the process only to learn they’ve been underpaying all year. There’s not a single person who likes to pay unnecessary penalties.…

With a new administration comes a new tax plan, and your clients will have questions. The new checklists — one for mass affluent clients and the other for HNW clients — will help you lead and guide productive conversations.  Throughout…

When The American Rescue Plan Act of 2021 was signed into law on March 11, 2021, we went to work to understand how various provisions affected the checklists and flowcharts our members have come to rely on. As a result…

Getting to the root of client reluctance can be one of the trickiest parts of your role as an advisor. You might find it difficult to explain to clients why certain assets should (or should not) be in their portfolio.…

The Premier member experience has been upgraded with the debut of an updated and improved CRM notes integration feature. From now on, when you save the integrated checklist, the notes will be organized to allow you to: Focus your activities:…

Among fpPathfinder’s members, customizable checklists are one of the most frequent new feature requests we receive. Most commonly, the advisor either wants to control which questions the client sees (and eliminate certain questions they deem as irrelevant or unnecessary) or…

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…