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Congratulations on taking the first step in having more diligent client conversations. We recommend that you complete this onboarding tutorial before you jump into the Member Section.

If you have any questions, please feel free to email us at [email protected].

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Account Set-up

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What's a Planning Topic you address or want to address with your clients every year?
Reviewing Tax Returns
Beneficiary Review
Reviewing Insurance Coverage
Planning For Strategic Charitable Giving
Which of these describes a current client situation?
I have a new client and I want to show them how much we cover
An existing client needs an annual review
I have a client that is retiring
A client needs their investments reviewed
Which of these most popular resources would you like to view?
Important Numbers (like tax rates)
Master List Of Goals
What Issues Should I Consider Before The End Of The Year?
Estate Planning

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

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Customizing Resources – Position Statement

March 8, 2021
Company Announcements, Announcements

Among fpPathfinder’s members, customizable checklists are one of the most frequent new feature requests we receive. Most commonly, the advisor either wants to control which questions the client sees (and eliminate certain questions they deem as irrelevant or unnecessary) or edit the existing questions to be more specific to their existing understanding of a client’s situation. After all, the advisor often knows the client’s situation well enough that asking a basic question with an obvious answer feels uncomfortable. For example, when the advisor’s long-time client is retired, the advisor wants to remove the questions that apply to clients who are still working.

Listening and responding to member suggestions is a core value of fpPathfinder. Just as our members are diligent, we are deliberate. In that spirit, we are taking the time to fully evaluate this feature request to understand the implications.

The original intent of our checklists was to focus on resources that could be used broadly. They are generic by design, to cover various client scenarios, and therefore will inevitably contain some questions that do not apply to every client circumstance. The advisor is uniquely situated to apply the concepts to each client, individually. This is the value and skill that the advisor can bring to the relationship. Our goal was and remains to help advisors ensure that they are diligent and don’t accidentally miss anything along the way. (After all, if we always remembered 100% of the questions to ask, we wouldn’t need checklists in the first place)!

When researching checklists, we looked to healthcare for inspiration. Regardless of the surgical procedure, medical teams use checklists for every procedure and ask the same questions, including the simple question that verifies the patient’s name. While that seems like a basic question, the answer can help avoid a mix-up that can come from a last-minute rescheduling.

fpPathfinder’s checklists are designed to function in the exact same way. The questions are there for a reason, and even the best advisors — just like surgeons — can slip up from time to time (which, again, is why checklists are so effective).

Also, the checklists are designed to offer advisors a systematized opportunity to ask all the questions that uncover the information clients may have forgotten to share. They may not have thought updating an estate plan, taking on a part-time job, or refinancing a mortgage were ‘material’ updates. In some cases, the advisor may have forgotten something important, or even made an incorrect assumption, which could lead to missed planning opportunities and/or misinformed guidance based on out-dated information.

Since we started, the fpPathfinder team has made listening to our members — and then building those features and resources — a high priority. There is a whole section of the site that asks members to submit and vote on the resources they want. Member suggestions have also led us to develop feature enhancements, including white labeling, one-click downloads, interactive checklists, and the ability to share a link to the interactive checklist with a client.

Thank you for being part of the fpPathfinder community. We value your input and look forward to evolving the resources to exceed your expectations.

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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.
“fpPathfinder is one of a few tools that I use most often in my practice. It has improved my process and the client outcomes.”
— An advisor is Texas
“You are making all of our lives easier...and more importantly, our clients.”
— Jeff, an advisor in California
“You just continue to put out great content on fpPathfinder. The 'What Issues Should I Consider Before The End Of The Year' checklist is fantastic.”
— Chris, an advisor in Illinois
“I love fpPathfinder. I use it nearly every day. Clients think it is very clear and easy to understand and it has increased our credibility.”
— An advisor in Utah
“Love the Redtail integration - it’s been instrumental in my prep for my client reviews. I’m finding my self being over-prepared because of the robust lists which is great.”
— Don, and advisor in California
“I really love the flowcharts and they are helping me explain difficult decision points/rules to my client base. In fact, I plan to upgrade so I can use some of the material on my website with my own branding.”
— An advisor in Texas
“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
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Easily and quickly provide guidance to your clients. Then properly document your conversation or meeting.

Upgrade to Premier to use an interactive checklist and integrate with Redtail, Wealthbox, Salesforce Financial Cloud Services, and XLR8.

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Feature your expertise by putting flowcharts and checklists with your brand in front of your clients and prospects.

Upgrade to Deluxe or Premier to white label the resources.

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Save time by downloading all the checklists and flowcharts with one click.

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Deliverable Reports

Upgrade to Premier Membership and gain access to the Beneficiary Report. You’ll also unlock the capability to scale your client communications with the CSV upload that generates client-specific PDFs.

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