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Member Orientation: A New Welcome Feature Every Member Should Bookmark

May 13, 2021
Getting Started, Feature Annoucements

For new members, there is a lot to absorb. Whether you’re navigating checklists and flowcharts or filtering through articles on the fpPathfinder blog, knowing where to start can feel like a challenge. Now, your path to making the most of your membership is much more clear.

Jumpstart your experience (or check in for a handy review if you’re an experienced member), by visiting the Member Orientation page. You can answer a few key questions to access exactly what you need to get the ball rolling. The most commonly asked new member questions with dropdown responses include:

  •  Which of these describes a current client situation?
  •  How do you want to get started with these resources?
  •  Which of these most popular resources would you like to view?
  •  How do you intend to use these resources?

Brand new members can click on the Take-A-Tour button on the Welcome page to reach this interactive destination.

take a tour button

We recommend that all members bookmark the Member Orientation page in your browsers for easy reference at any time.

If you have questions or constructive feedback, let us know. Email our team at support@fppathfinder.com.

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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 your resources, you guys & gals have helped us take our practice to the next level!”
— Trevor, an advisor in California
“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
“What you guys have created is pretty badass! I’ve used your material for both client meetings and prospective clients.”
— An advisor in California
“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
“The decision tree format has been immensely helpful. The design is very simple and elegant.”
— Deirdre, an advisor in Massachusetts
“This is one of my best subscriptions I pay for!”
— Sean, an advisor in California
“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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