Category: Best Practices

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,…

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…

If you’re like us, you’re wondering where the year went. Your clients likely are wondering the very same thing. Take The Lead The next couple of months will pass quickly. Now’s the time to reach out to your clients and…

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…

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…

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…

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.…

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…