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fpPathfinder

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

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New Feature: Interactive Flowcharts

February 10, 2021
Announcements, Feature Annoucements

New Feature Interactive Flowcharts

Now that our checklists are interactive, we explore the next step in fpPathfinder’s interactive resources evolution: Flowcharts.

Flowcharts have proven themselves to be a valuable tool for fpPathfinder members. When you’re answering a client question using a flowchart to navigate the various decision points, it is a simple and straightforward way for you — the diligent advisor — to help the client advance the conversation. Until now, you have either printed the flowchart or have shared the PDF version with the client. When you wrap up your call or meeting, though, is it easy to record your conversation seamlessly and accurately?

With interactive flowcharts, you can say goodbye to the days of retyping notes into your CRM based on the decisions you and the client made from working through the flowchart. And gone are the days of using a pen to highlight the decision path taken and then uploading it to your CRM. Now you can quickly document these conversations, so a year from now, you can pull up the notes to remind yourself and your client of critical details of your previous discussions.

Interactive flowcharts become CRM notes

We Are Listening
Members have told us the flowchart experience could be smoother, so we went to work and made five of our flowcharts interactive to test whether this feature is helpful. Now we want your feedback!

Take a tour of interactive flowcharts. We have a sample version that you can test right now: “Can I Make A Deductible IRA Contribution?”

For Premier members, you have a few extra flowcharts you can use to document your conversations and save the notes directly to your Wealthbox or Redtail CRMs:

  • Can I Make A Backdoor Roth IRA Contribution?
  • Should I Consider Refinancing My Mortgage?
  • Will I Receive A Step-Up In Basis For This Inherited Property?
  • Will The Distribution From My HSA Be Tax & Penalty-Free?

Use Interactive Flowcharts
This new feature will help you continue to streamline your advisory practice and enhance the client experience. With interactive flowcharts, you will be able to:

  • Leverage them as an internal guide when your client calls with questions to answer your client’s quickly and confidently.
  • Share them during your client meeting and work through the interactive flowchart together.
  • Document the planning conversation you had with your client quickly when you integrate the interactive flowchart with your CRM to save the note.

The video below will help get you started. In it, Mike Lecours, CFPⓇ, advisor and co-founder of fpPathfinder, will coach you through how to use an interactive flowchart.

https://www.fppathfinder.com/wp-content/uploads/2021/02/Interactive-Flowcahrt-Video-2.mp4

 

Give Us Your Feedback
Our work at fpPathfinder only matters when it matters to you. So please, give this new feature a try and let us know what you think. You can complete the survey or email support@fppathfinder.com with any constructive feedback.

Excited about what you’ve experienced here? Click here to become a member or upgrade your membership to Premier and make the most of every opportunity fpPathfinder delivers.

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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.
“The fpPathfinder information is easy to find by topic and has been helpful in prepping for client meetings.”
— An advisor in New York
“It’s brilliant to boil complex planning strategies into a one-page flowchart. It totally beats having to read 4 -5 articles to understand each nuance and exception, especially on the tax issues.”
— Meghan, an advisor in Georgia
“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
“With working from home most of 2020, we wanted to still catch some face time with our clients. We used the checklists and flowcharts to conduct webinars covering various topics. In fact, having the charts readily available, we were able to do many of these on a weekly basis, knowing the material was pretty much already established. We had such great feedback that we are continuing the webinars into 2021. We have many that actually look forward to our meeting times, and found being able to have the flowchart or checklist available to work on their own later was an added bonus.”
— An advisor in Texas
“This is probably the best money I have ever spent. I love fpPathfinder!”
— Phillip, an advisor in North Carolina
“I love the new "share a link" feature. This has made it much easier to send flowcharts and checklists to our clients. Thanks for the add!”
— An advisor in Texas
“I love your resources, you guys & gals have helped us take our practice to the next level!”
— Trevor, an advisor in California
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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.

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

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.

Learn More

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.

Join as a Premier Member