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I’m About To Use A Checklist With A Client, How Do I Prepare Myself?

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

You’re meeting with a client and want to make sure that you’re not just talking about investment performance. You’ve decided to use one of the fpPathfinder resources in your upcoming meeting (if you need help identifying the resources, here are two graphics to help you identify the right resources to share if your client is retired or prospective client).

First step, review the resource prior to the meeting so you’re not unprepared for the conversation that will occur. This pre-planning exercise may force you to brush up on some concepts that would have arisen in the meeting anyway. As a result, the meeting can be more productive and reduce follow-ups on your part because you did the work upfront and before the meeting.

With many of the probing questions in the checklists, we include some supporting information to help point you in the right direction as to why this is a planning issue to consider. Here is an example: “Have you made any improvements to your home? If so, keep any receipts related to the home improvement as they may be used to substantiate any adjustments to the cost basis for your property.”

As you prepare, you will likely be able to anticipate some of the answers to the probing questions. There will be lots of questions that you know the answer to already (or at least you think you do). This is a perfect opportunity to confirm with the client that your understanding is correct.

If time allows, consider sending the PDF version of the resource to the client prior to the meeting so it gets them thinking about some possible planning issues. Master List Of Goals is a great example to share with clients to get them thinking about what they want to plan for. Deluxe and Premier members can even white label the resource to match their brand.

Premier members could even share a link of an interactive checklist to their client and ask that it gets completed prior to the meeting. In this case, some of the data collection is done beforehand and allows you time to review the answers and research planning opportunities prior to the meeting. This allows for a very productive client meeting and minimizes the follow-up activities. Learn more about how our premier membership can enhance your planning process.

Now that you’re prepared, read how to use the resources in a client meeting.

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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.
“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
“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
“I find the flowcharts and checklists helpful for content and for presenting topics to clients. It is a streamlined approach to presenting information and while complex, it also demonstrates the value the advisor brings to the client in helping them navigate these complex situations.”
— An Advisor from 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
“Thank you for creating a robust, yet very practical, planning tool.”
— Andy, an advisor in Florida
“I can’t tell you how much I appreciate the Flow Charts you are providing. Helps me feel a little less crazy as an advisor.”
— Tami C, an advisor in Colorado
“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
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Tailor the client experience and streamline data gathering with Interactive Checklists

Upgrade to Premier for access to Interactive Checklists & integrate with your CRM today. We currently integrated 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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Make sending guides to compliance easier. Download all of your white-labeled content into zip files for quick send.

Upgrade to Deluxe or Premier for access to this feature.

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Deliverable Reports

Upgrade to Deluxe for Single Report Access or Premier Membership for full access. Premier Members can unlock the capability to scale your client communications with the CSV upload that generates client-specific PDFs. View a Demo here.

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