New Feature: Send Interactive Checklists to Clients with “Share A Link”
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…
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Wealthbox + fpPathfinder: The Integration Is Here!
We have exciting news to share with you… The integration between fpPathfinder and Wealthbox is here! Earlier this year, we launched interactive checklists for Premier Members. With this new feature you can: Launch an interactive checklist during a client meeting…
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New Resources: Student Loans
Two New Resources Are Available: We’re excited to announce two new resources this month centered around Student Loans. This topic is one of the most requested topics right now. That’s not surprising since student loans have become very complicated and are…
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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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Exciting News…
Since fpPathfinder’s launch in 2018, advisors have shared tons of positive feedback about using our checklists and flowcharts to be more diligent in their financial planning process. However, after 1600+ advisors were using the membership, we had an important request…
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Two HUGE new features announced!
We are very excited to release two huge features that will completely change how members use fpPathfinder. These features will make it easier and faster to help your clients! FEATURE RELEASE #1: Interactive Checklists All of our checklists…
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Two New Flowcharts Are Now Available (Plus A New Resource Summary Guide)
This month we are excited to release two new flowcharts. We’re also releasing (thanks to member feedback) a simple two-page resource summary guide to help you quickly see all the different resources available. Here is Should I Contribute To My Roth…
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New Member Section & One-Click Downloads
Several new features have been rolled out that have been in the works for a long time. Both address the same core concern raised by our members – “We have trouble finding the resources that we need”. Our members are…
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