Getting Started Archives

Seven Ways to Use fpPathfinder’s Interactive Checklists To Be More Diligent

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…

12 Creative Ways to Use fpPathfinder To Help Your Marketing

As a fpPathfinder member, have you ever wondered, “How do other advisors use fpPathfinder checklists and flowcharts in their firm?” The list below is a small sample of ways we have seen advisors use our resources in their practice. This…

Six (More) Ways Checklists and Flowcharts Will Help You.

Below are six (more) ways you can start to incorporate the checklists and flowcharts into your business. And if you missed it, here are five other ways that fpPathfinder will be able to help you and here is a curated list of…

Picking The First Checklists And Flowcharts To Incorporate Into Your Business.

We have put together the following curated list of checklists and flowcharts that many other advisors first started using when they became members. And if you missed it, click here for ideas on how to implement checklists and flowcharts. Popular Checklists and…

Five Ways Checklists and Flowcharts Will Help You

After you’ve become a member, it’s time to start using these in your business. Below are five ways you can start to incorporate the checklists and flowcharts into your business. Assist in the decision-making process when formulating a recommendation: One…

What Customers Are Saying About Us

“The flowcharts have helped a lot in recent discussions with the changing markets, providing us with confidence that our clients are getting the best, most accurate information.”

— Matthew, an advisor in Georgia

“I had my own internal set of workflows, but by piggybacking fpPathfinder, I've saved who knows how many hours. It's a great product and I'll be a subscriber for years.”

— An advisor in Texas

“ fpPathfinder is great. It's perfect for supplemental content to enhance our marketing efforts.”

— Ray, an advisor in California

“I really love the flowcharts and they are helping me explain difficult decision points/rules to my client base. In fact, I plan to upgrade so I can use some of the material on my website with my own branding.”

— An advisor in Texas

“Our team has really liked the charts and were particularly pleased with the traditional IRA vs. 401k for a business and the QBI chart.”

— Scott, an advisor in Oregon

“These tools look great. They will really help me share quality content with those I assist and will allow us to reduce errors. Furthermore, these tools really help our teams look professional and solidify us as true planners”

— Shane, an advisor

Category: Getting Started