5 Strategies For Advising Couples
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,…
Read More
2022 Expanded fpPathfinder Service Calendar
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…
Read More
End-Of-Year Planning Checklist: A Guide To Wrapping Up 2021
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…
Read More
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…
Read More
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…
Read More
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…
Read More
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.…
Read More
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…
Read More