fpPathfinder

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

Category: Uncategorized

Have A Plan To Claim Social Security Benefits

Just about every client should have a plan to claim Social Security benefits. Without a doubt, it’s a big decision and can be stressful for the client.  To support Social Security conversations, fpPathfinder members can use the “What Issues Should…
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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.
“In client meetings I'm often sharing a checklist regarding a specific topic, and helping clients understand the planning issues, opportunities, and process all very quickly and efficiently.”
— An advisor in Texas
“The fpPathfinder information is easy to find by topic and has been helpful in prepping for client meetings.”
— An advisor in New York
“You are making all of our lives easier...and more importantly, our clients.”
— Jeff, an advisor in California
“It’s one of the best software products I have seen. It’s exactly what I have been looking for and trying to build internally. Well done!!!”
— Kate, an advisor in Florida
“These tools look great. They will really help me share quality content with those I assist and will allow us to reduce errors. Furthermore, these tools really help our teams look professional and solidify us as true planners”
— Shane, an advisor
“ fpPathfinder is great. It's perfect for supplemental content to enhance our marketing efforts.”
— Ray, an advisor in California
“With working from home most of 2020, we wanted to still catch some face time with our clients. We used the checklists and flowcharts to conduct webinars covering various topics. In fact, having the charts readily available, we were able to do many of these on a weekly basis, knowing the material was pretty much already established. We had such great feedback that we are continuing the webinars into 2021. We have many that actually look forward to our meeting times, and found being able to have the flowchart or checklist available to work on their own later was an added bonus.”
— An advisor in Texas
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