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Exciting News…

April 2, 2020
Announcements, Feature Annoucements

Since fpPathfinder’s launch in 2018, advisors have shared tons of positive feedback about using our checklists and flowcharts to be more diligent in their financial planning process.

However, after 1600+ advisors were using the membership, we had an important request come up:

Advisors love using the checklists but wanted to complete them online and document their conversations in their CRM.

Here are fpPathfinder, we are hyper tuned into our members and use their direct feedback to build new resources and to improve our service.

So… we got to work building the feature requests of interactive checklists and CRM compatibility!

At the T3 advisor conference in February, we announced two major features were in the works and would be rolled out soon.

 

Feature Release #1: The Ability To Complete Checklists Online

 

In late February, we rolled out the first feature – the ability to complete checklists online.

TRY IT NOW: Experience an interactive version of our checklist, “What Issues Should I Consider If My Spouse Passed Away?”

With this new feature you can:

  • Pull up an interactive checklist
  • Document the planning opportunities to consider
  • Add notes directly below each checklist question
  • Save the completed checklist-note to your CRM (or print it for your files)

We are very excited our second major feature is now live…

 

Feature Release #2: CRM Integrations

 

Our CRM integration with Redtail is now live!

Upon completing a checklist, the note can be saved directly to the notes section of the client record.

The other element of this integration is the ability to launch checklists from within Redtail.

Now, when a client calls telling you that they are losing their job or are concerned about a possible recession, you can pull up the checklists like:

  • What Issues Should I Consider During A Recession or Market Correction? 
  • What Issues Should I Consider If I Lose My Job?

These are two samples of our checklists you could use to quickly provide the guidance your client needs, even if you are busy, overwhelmed or unsure of the steps yourself. No more spending hours on research before you respond!

And when you’re done, you can send the completed checklist note to the client record so you or your team can reference it in the future.

This is far better than the current approach that many advisors take.

Currently, when a client calls their advisor alerting them to a major life event, many advisors put their client on hold and frantically search on Google looking for guidance.

Maybe the information is accurate, up-to-date and complete… maybe not?

We want to change that!

 

Ready to get started?

Introducing… our Premier Membership!

These two new features (the ability to complete checklists online and CRM Integrations) are included in our new membership tier: Premier.

Our “Premier” Tier includes everything offered in Essentials and Deluxe as well as the Interactive Checklist and CRM Integration features.

To see a sample or learn more, please visit the membership section.

NOTE: If you are part of a team, learn more about Enterprise Premier.

If you are currently a member, you can upgrade your membership to get these two new features.

If you are not a member, you can try using an interactive checklist by going here and you can get more information about our membership and options here.

Remember, you can always upgrade and receive prorated pricing in the future.

 

To diligent planning,

 

The fpPathfinder team

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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 think it’s the bees knees! I think it provides me and my clients the most value of any of the services we use at my firm. Everything is well-designed and the amount of material you guys pack into a page without it being overwhelming is AMAZING”
— An advisor in Kentucky
“The white-label feature in Deluxe is really fantastic. It is really powerful to talk through the decision tree with a client with our logo & color options on the chart, frankly, because it makes us look smarter!”
— Bill, an advisor in New York
“Thank you for creating a robust, yet very practical, planning tool.”
— Andy, an advisor in Florida
“Our team has really liked the charts and were particularly pleased with the traditional IRA vs. 401k for a business and the QBI chart.”
— Scott, an advisor in Oregon
“Overall, I have really enjoyed the service as it makes teaching and educating people much simpler. ”
— Michael, an advisor in California
“This is one of my best subscriptions I pay for!”
— Sean, 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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Easily and quickly provide guidance to your clients. Then properly document your conversation or meeting.

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