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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 support@fppathfinder.com.

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Account Set-up

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Get your settings configured before exploring our database.

You Need to add some questions for your environment
Go here when logged in as an admin
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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Let’s get started with a brief tour of the Member Section.

Questions? Email us at support@fppathfinder.com

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I Finished Using The Checklist With A Client, Now What?

April 8, 2021
Best Practices, How Advisors Use The Checklists and Flowcharts, Getting Started

You just finished going through a checklist with a client, now what do you do with it?

After a meeting in which you have completed a checklist, there are multiple steps to consider:

  1. Type your notes into your CRM shortly after the meeting to capture the details of the meeting. See Client Note-Taking: Frameworks And Tools For Advisors To Improve Client Conversations for details and consider a Premier membership to help streamline the note taking process.
  2. Document all of the questions that the client answered “yes” to. Create a task in your CRM to do additional research and to address. Because the client answered “yes” there is likely a planning issue to address. By assigning this as a task in your CRM, you ensure that it does not get missed (compared to putting it in as a note).
  3. Next, document all the questions that were not answered. Perhaps additional research needs to be done before the question can be answered or perhaps it’s too early to know the answer. The point of this step is to make sure that all of the planning questions are accounted for, even the ones that were not answered.
  4. If you have a paraplanner or have an advisor that supports you, you could assign some of these tasks to them to complete or further research.
  5. Follow up with the client as needed to gather more information or to update the client on the progress of the research. This is the other benefit of using tasks in your CRM – it won’t get lost like a note might.

While you can do all of this on your own, Premier members can have all of these steps automated if they use a CRM that integrates with fpPathfinder resources.

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See how our flowcharts and checklists help you navigate complex financial planning questions.
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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 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
“The charts are probably as much value to me (as advisor) as they are when given to a specific client. I know and understand the topics covered, but it can be a lot faster to refresh with a quick glance at the chart’s decision tree vs having to read through regulations”
— Larry, an advisor in Oregon
“Your software and platform are awesome and super helpful to me and my clients”
— Clinton, an Advisor in New York
“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
“This has been super helpful and I am getting rave reviews in using these flowcharts and checklists”
— Christoper, an advisor in Illinois
“fpPathfinder is a great tool! It mirrors much of what I've developed on my own for tax planning, life events, etc. However, it's been great to double-check my own work in those areas and also to motivate me to deepen my knowledge on other topics”
— Jonathan, an advisor in Colorado
“With all the aspects of running a business, working with varying client scenarios, and knowing how much information is available, I like being able to look at a flowchart and just see what I need to see.”
— Mike, a financial advisor
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Easily and quickly provide guidance to your clients. Then properly document your conversation or meeting.

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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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