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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Updated Multi-Member Enterprise Options
Earlier this year, we launched Enterprise versions of our Essential and Deluxe memberships. We had been hearing from a lot of teams and enterprises who wanted membership options developed specifically for their needs: Provide multi-advisor quality control: In his acclaimed book “Checklist Manifesto”,…
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Resource Updates and Improved Functionality
Resource Updates and Improved Functionality Based on member feedback, we have made some essential updates. In one of our recently-released flowcharts, members asked that we incorporate some additional decision points. For our Deluxe members, we have given them more control over how…
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White Label Color Examples And Tips
In October, we launched a Deluxe membership option at fpPathfinder. It addressed one of the most requested features we had heard from our members at the time which was to develop a white-label solution. The Deluxe membership allowed advisors to…
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