fpPathfinder

Helping Diligent Advisors Ensure They're On The Right Planning Path

Category: Getting Started

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…
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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…
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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…
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What Customers Are Saying About Us

Hundreds of other advisors are actively using fpPathfinder. Read what those lovely people have to say about us.
“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
“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
“What you guys have created is pretty badass! I’ve used your material for both client meetings and prospective clients.”
— An advisor in California
“I just met with a client who had a question regarding her eligibility for Social Security benefits. We went through the flowcharts answering each question and following the lines. She looked at me and said 'This is great, it was so much easier to use this than trying to go through all the literature that Social Security offers. Thank you so much.'”
— Ben G, an advisor in Wisconsin
“I love these checklists and flowcharts! They are very useful and helpful in making sure I am covering all (or at least most) points regarding a specific topic.”
— Michael, an advisor in Pennsylvania
“I love the flowcharts and have found them very helpful in guiding clients on complicated planning issues. The charts are easy to follow and help navigate through difficult decisions based on clients' unique circumstances.”
— Jason, an advisor in Illinois
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