• Member Section
  • Support
  • About Us
  • Blog
  • Log In
  • Become a Member

fpPathfinder

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

  • Member Section
  • Support
  • About Us
  • Blog
  • Log In
  • Become a Member

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

Sign Up to Receive Updates

Join our mailing list to be updated as we release new flowcharts and checklists that might be of interest.
  • This field is for validation purposes and should be left unchanged.

Categories

  • Service Guides – Linked
    • Guide Bundles
    • Timely Conversations
    • Age-Related Planning
    • Money In Motion
    • Top 10 Most Popular Resources
    • Client Service Calendar
  • How Advisors Use The Checklists and Flowcharts
    • Best Practices
    • Getting Started
    • Marketing
    • Planning Management
  • Announcements
    • Company Announcements
    • Resource Additions
    • Feature Annoucements
    • Updated Resources
  • In The Press

Become a Member

See how our flowcharts and checklists help you navigate complex financial planning questions.
Become a Member

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 just met with a client who had a question regarding her eligibility for Social Security benefits. We went through the flowcharts answering each question and following the lines. She looked at me and said 'This is great, it was so much easier to use this than trying to go through all the literature that Social Security offers. Thank you so much.'”
— Ben G, an advisor in Wisconsin
“Our firm had been looking for something like this for so many years. A standardized checklist or flowchart of important issues to consider, and a way to integrate the responses into our system. When we stumbled across your service, I couldn't have signed up any quicker. We now use the checklists to conduct monthly webinars about the all of the important topics”
— An advisor in Texas
“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
“I just utilized one of the Roth flowcharts live on the phone with a client. It worked perfectly!”
— Rick, a financial advisor
“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
“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
“Thank you for creating a robust, yet very practical, planning tool.”
— Andy, an advisor in Florida
Become a Member
  • Become a Member
  • Member Section
  • Blog
  • TOS & Privacy Policy
  • Suggest a Flowchart or Checklist
  • Careers: We’re Hiring

Recent Blog Posts

  • Planning Opportunities: Employer-Provided Benefits
  • A Client Engagement Strategy
  • Lease Or Buy: The Automobile Question
  • Home-Specific Bundle: 3 Guides

Sign Up to Receive Updates

Join our mailing list to be updated as we release new flowcharts and checklists that might be of interest.
  • This field is for validation purposes and should be left unchanged.

Have a question, idea, comment, or see an error? We want to know! Email us at [email protected]!

Copyright © 2022 fpPathfinder, All rights reserved.

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 and Wealthbox.

Learn More

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.

Learn More

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

Upgrade to Deluxe or Premier to download all the resources with one click.

Learn More