fpPathfinder

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

Category: How Advisors Use The Checklists and Flowcharts

Reviewing Strategies To Save More (January and February)

Part 2 of 7 from the Series: Use The Checklists and Flowcharts To Enhance Your Planning Process.  Use this email to invite your clients for a specific planning exercise. Send and share the “What Accounts Should I Consider If I…
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Reviewing A Tax Return (March and April)

Part 3 of 7 from the Series: Use The Checklists and Flowcharts To Enhance Your Planning Process. Offer to review a client’s tax return by sending this email. By referencing the “As Someone Who Is Working, What Issues Should I…
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Reviewing Investments (May & June)

Part 4 of 7 from the Series: Use The Checklists and Flowcharts To Enhance Your Planning Process. Offer to do a dedicated review of the client’s investments by sending this email. Show your client that reviewing investments involves a lot…
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Reviewing An Estate Plan (July and August)

Part 5 of 7 from the Series: Use The Checklists and Flowcharts To Enhance Your Planning Process. Updating an estate plan may not be one of the highest priorities for your clients, but you can help them to keep it…
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Reviewing Insurance Coverage (September and October)

Part 6 of 7 from the Series: Use The Checklists and Flowcharts To Enhance Your Planning Process. This email invites the client to reach out to you to discuss insurance coverage and possible gaps. The “What Issues Should I Consider…
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Reviewing End-Of-Year Planning Opportunities (November and December)

Part 7 of 7 from the Series: Use The Checklists and Flowcharts To Enhance Your Planning Process. A very important area to review are all the issues that are typically addressed at the end of the year. The email outlines…
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Picking the Right Resources to Share with a Prospective Client

One step to making a good first impression with a prospective client involves asking important questions. Some advisors think of their first meeting with a prospective client as a blank canvas of opportunity and chances are, the prospective client is…
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How checklists and flowcharts can help during busy times

How interactive checklists can help during busy times  This newsletter is full of helpful insights to help you run your firm more effectively. This week we share: How “interactive checklists” can make advisors lives easier during this busy time Note-taking…
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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.
“In client meetings I'm often sharing a checklist regarding a specific topic, and helping clients understand the planning issues, opportunities, and process all very quickly and efficiently.”
— An advisor in Texas
“It is very helpful for us when we have a client in and we have an issue at hand. Walking through the checklist helps us big time.”
— William, an advisor In Massachusetts
“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
“The resources available are beneficial internally and for clients. The checklists help advisors think outside the box of their knowledge and experience covering a multitude of planning areas. The flowcharts are well laid out visuals for the clients with possible scenarios identified and clear paths to take. fpPathfinders does a nice job updating the resources regularly and communicating to their customer base as well.”
— An advisor in Minnesota
“I can’t tell you how much I appreciate the Flow Charts you are providing. Helps me feel a little less crazy as an advisor.”
— Tami C, an advisor in Colorado
“I can't say how much I love the product. It is just great. I recommend it to all my colleagues.”
— Robert, an Advisor in Colorado
“It’s one of the best software products I have seen. It’s exactly what I have been looking for and trying to build internally. Well done!!!”
— Kate, an advisor in Florida
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