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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Sample Checklist Now Available
We’re excited to make available the “What Issues Should I Consider If My Spouse Passed Away?” checklist as a sample. If you’ve been curious about our checklists, then you’ll want to see this free sample. This checklist covers 29 of the…
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Checklists Are Here!
The wait is over! Today, we are excited to announce the addition of checklists to our lineup. While our flowcharts cover specific and sometimes technical planning issues, checklists are more high level and designed to make sure advisors don’t miss…
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Redesigned Back Page Now Available for Deluxe Members
We’re excited to announce a redesigned back page for our Deluxe members. This new design is more flexible than our original design. So if you have a long email address, name, or title this design should accommodate your needs a…
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Flowcharts Updated With 2019 Annual Limits
We’re excited to release the 2019 versions of the flowcharts for our Essentials and Deluxe members. Many flowcharts have been updated with 2019 annual numbers. Some have been updated to incorporate member feedback. While most are now available on the site, a…
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