Category: Planning Management

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…

Below are six (more) ways you can start to incorporate the checklists and flowcharts into your business. And if you missed it, here are five other ways that fpPathfinder will be able to help you and here is a curated list of…

We have put together the following curated list of checklists and flowcharts that many other advisors first started using when they became members.  And if you missed it, click here for ideas on how to implement checklists and flowcharts. Popular Checklists and…

After you’ve become a member, it’s time to start using these in your business.  Below are five ways you can start to incorporate the checklists and flowcharts into your business.   Assist in the decision-making process when formulating a recommendation:  One…