Category: Planning Management

With nearly a hundred resources developed so far, members often ask us which resources are most popular.  While we see certain resources become popular during specific periods of time (like our checklist that covers end of year planning issues), we…

To help you more fully incorporate checklists and flowcharts into your practice, we’ve outlined many different strategies to consider. This new guide, “How To Use These Checklists & Flowcharts,” will step you – and your team – through various methods…

At fpPathfinder, we are always looking for ways to help you become more diligent in your planning processes. That’s why we are excited to announce a new feature called “Share A Link” that will help you improve your workflow, improve…

There are a multitude of planning opportunities for clients who are in the process of retiring. But there are also lots of planning opportunities that should be considered for clients that have been retired for some time. Many of those…

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…

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…

As a fpPathfinder member, have you ever wondered, “How do other advisors use fpPathfinder checklists and flowcharts in their firm?” If you’re a new Premier member, there are many ways you can use our interactive checklists and integrate them into…

You may think systematizing your unique process of financial planning isn’t possible…  But by the end of this post you’ll understand a clear 4-step process for making the work you do with your clients easier, faster, and dare we say…