fpPathfinder

Helping Diligent Advisors Ensure They're On The Right Planning Path

Category: Practice Management

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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A Simple 4-Part Framework To Systematize Your Advisory Business

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…
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What Customers Are Saying About Us

Hundreds of other advisors are actively using fpPathfinder. Read what those lovely people have to say about us.
“I love the flowcharts and have found them very helpful in guiding clients on complicated planning issues. The charts are easy to follow and help navigate through difficult decisions based on clients' unique circumstances.”
— Jason, an advisor in Illinois
“Thank you for creating a robust, yet very practical, planning tool.”
— Andy, an advisor in Florida
“I love your resources, you guys & gals have helped us take our practice to the next level!”
— Trevor, an advisor in California
“The flowcharts have helped a lot in recent discussions with the changing markets, providing us with confidence that our clients are getting the best, most accurate information.”
— Matthew, an advisor in Georgia
“I really love the concept of fpPathfinder because I spend so much time reinventing the wheel when communicating planning concepts to clients. Moreover, the flowchart format can be used time and time again to produce consistent results.”
— Kevin P, an advisor in Illinois
“I just met with a client who had a question regarding her eligibility for Social Security benefits. We went through the flowcharts answering each question and following the lines. She looked at me and said 'This is great, it was so much easier to use this than trying to go through all the literature that Social Security offers. Thank you so much.'”
— Ben G, an advisor in Wisconsin
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