fpPathfinder

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

Category: Client Service Calendar

2022 Expanded fpPathfinder Service Calendar

Annual client meetings can be overwhelming. There’s a lot to cover at one time. The 2022 Expanded fpPathfinder Service Calendar is your internal tool that offers 12 timely engagement ideas to help you plan your micro-engagements all year long. You’ll…
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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.
“We are delighted with the thoroughness of each chart in simplifying the complex questions and helping lead to an answer. These are indeed a helpful asset in our toolbox for work with clients.”
— Victoria L, an advisor in Massachusetts
“The fpPathfinder information is easy to find by topic and has been helpful in prepping for client meetings.”
— An advisor in New York
“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
“I love it! I find it very helpful. It's a great client value add.”
— Phillip, an advisor in North Carolina
“This has been super helpful and I am getting rave reviews in using these flowcharts and checklists”
— Christoper, an advisor in Illinois
“It is very helpful for us when we have a client in and we have an issue at hand. Walking through the checklist helps us big time.”
— William, an advisor In Massachusetts
“I adore your product. It’s so helpful to my clients and myself. I really like that I could change all the colors to match my logo. It looks fantastic.”
— An advisor in Washington
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