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How To Incorporate Checklists & Flowcharts Into Your Marketing Efforts

January 28, 2021
How Advisors Use The Checklists and Flowcharts, Marketing

As a productive advisor whose time is best spent serving clients, consistently feeding your marketing pipeline can fall down the priority list. It’s understandable, and we get it.  However, when we learned many of our members were incorporating our checklists and flowcharts into their marketing efforts in unexpected and clever ways, we wrote a blog post about it. 

To build upon the blog post,  we’ve created a flowchart that walks you through how you can harness the marketing power of our checklists and flowcharts. We have designed these resources to do double duty as integral, turnkey marketing assets that support your practice.

(Click to download)

Digital Marketing

Your marketing should help you meet your clients and prospects where they are; increasingly, that’s online. You can amplify your digital presence when you:

  • Post resources to critical pages of your website. For example, include the “What Issues Should I Consider Before I Retire” checklist on the page that describes your process.
  • Spotlight timely resources – such as “What Issues Should I Consider During A Recession Or Market Correction” – every month in your newsletter.
  • Write a blog post or white paper using a specific resource as an outline and adding details and perspective to put a personal spin on the issue.
  • Build posts for LinkedIn, Facebook, Twitter, Instagram, and other social platforms using checklist and flowchart images.

Traditional Marketing

While digital marketing can help you reach a more extensive, targeted audience, traditional marketing allows you to make and reinforce meaningful connections with attorneys, accountants, prospects, and clients. Consider using checklists and flowcharts to:

  • Introduce a relevant topic or planning concept with your Circle of Influence.
  • Share a collection of three or four related resources with every client who has a specific concern, such as retirement.
  • Demonstrate that you heard the prospect’s concern — the reason why they called today — and send them the relevant resource with your thoughts.
  • Plan a series of micro-engagements, such as sharing the “What Issues Should I Consider Before The End Of The Year” checklist with your clients in October. 

The great news is that you can try any of the ideas that capture your imagination. You can lend your creativity, insight, and thought leadership to our tools, and the result will be uniquely yours.

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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.
“This has been super helpful and I am getting rave reviews in using these flowcharts and checklists”
— Christoper, an advisor in Illinois
“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
“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
“The resources available are beneficial internally and for clients. The checklists help advisors think outside the box of their knowledge and experience covering a multitude of planning areas. The flowcharts are well laid out visuals for the clients with possible scenarios identified and clear paths to take. fpPathfinders does a nice job updating the resources regularly and communicating to their customer base as well.”
— An advisor in Minnesota
“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
“Your software and platform are awesome and super helpful to me and my clients”
— Clinton, an Advisor in New York
“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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