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…
Read More
Picking the Right Resources to Share with Your Retired Clients
There are a multitude of planning opportunities for clients who are in the process of retiring. But there are also lots of planning opportunities that should be considered for clients that have been retired for some time. Many of those…
Read More
Picking the Right Resources to Share with a Prospective Client
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…
Read More
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…
Read More

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…
Read More