How Advisors Use The Resources Archives - fpPathfinder

Leveraging fpPathfinder And Holistiplan

One way that advisors are using fpPathfinder is to leverage it in conjunction with other tools in their own tech stack. We’ve written about how advisors are using it with financial planning software. But in this post, we wanted to…

Age-Related Planning: Your Guide To Checklists & Flowcharts

Every age-based demographic has its particular planning concerns. The more you can prepare for client meetings, the more you’ll uncover opportunities to help your clients plan. Life Stages & Planning Needs Before your meetings, set aside a few minutes to…

Member Orientation: A New Welcome Feature Every Member Should Bookmark

For new members, there is a lot to absorb. Whether you’re navigating checklists and flowcharts or filtering through articles on the fpPathfinder blog, knowing where to start can feel like a challenge. Now, your path to making the most of…

Money-In-Motion Resource Guide

When your client experiences a major life event, money is often in motion for one reason or another. Ideally, your client is consulting with you about what to do with the money. Your client could also be talking to the…

I’m About To Use A Checklist With A Client, How Do I Prepare Myself?

You’re meeting with a client and want to make sure that you’re not just talking about investment performance. You’ve decided to use one of the fpPathfinder resources in your upcoming meeting (if you need help identifying the resources, here are…

How Do I Use These Resources In A Client Meeting?

There are lots of great ways to use the resources from fpPathfinder with your clients in meetings. Oftentimes, it depends on your own preferences. It may take a little experimenting before you find an approach that is right for you.…

I Finished Using The Checklist With A Client, Now What?

You just finished going through a checklist with a client, now what do you do with it? After a meeting in which you have completed a checklist, there are multiple steps to consider: Type your notes into your CRM shortly…

Marketing: How Every Advisor Can Use The White Labeled Backdoor Roth IRA Flowchart

Members incorporate checklists and flowcharts into their marketing efforts in various ways, which you can read more about here. Undoubtedly, getting started can be overwhelming for some advisors, so we’ve taken the guesswork out of the process. What follows is…

“My clients and COIs love these. I’ve shown the medicare IRMAA flowchart to a Medicare consultant I work with and she loved it”

— Steve, an advisor in Ohio

“It’s brilliant to boil complex planning strategies into a one-page flowchart. It totally beats having to read 4 -5 articles to understand each nuance and exception, especially on the tax issues.”

— Meghan, an advisor in Georgia

“Thanks for having all of these so conveniently put together. We were working on many of these for years, but often could not find the time to keep them updated. This has been a blessing to our firm. ”

— An advisor in Texas

“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

“I love the new "share a link" feature. This has made it much easier to send flowcharts and checklists to our clients. Thanks for the add!”

— An advisor in Texas

“The flowcharts give me a lot of confidence. Candidly, I sometimes worry that I might miss something when planning for my clients. The flowcharts give me confidence that I won't.”

— An advisor in Virginia

“fpPathfinder is one of a few tools that I use most often in my practice. It has improved my process and the client outcomes.”

— An advisor is Texas