fpPathfinder

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

Picking the Right Resources to Share with a Prospective Client


How Advisors Use The Checklists and Flowcharts, Getting Started, Marketing, Planning Management

One step to making a good first impression with a prospective client involves asking important questions. Some advisors think of their first meeting with a prospective client as a blank canvas of opportunity and chances are, the prospective client is coming to you with a specific concern in mind. Perhaps they have concerns about their investments or they are going through a significant life event. It is important that you go into the meeting prepared with the right questions to ask. Having a plan helps to ensure you have uncovered the significant planning opportunities and that you have demonstrated your expertise to the prospective client.

To help you prepare for your next meeting with a prospective client, fpPathfinder created “Resources To Consider Sharing With Prospective Clients” that helps you diligently plan out your prospective client meetings and help guide the conversation so you can identify their needs effectively and efficiently. The more prepared you are for the unknown, the quicker you can build trust and avoid those potential missed opportunities.

This flowchart can help you identify which of our resources to bring to a meeting with a prospective client.

 

Download PDF version of this flowchart

 

Quick links to the resources referenced:

What Issues Should I Consider If I Lose My Job?

What Issues Should I Consider When Starting A New Job?

What Issues Should I Consider When Reviewing My Investments?

Should I Roll Over My Dormant 401(k)?

As Someone Who Is Working, What Issues Should I Consider When Reviewing My Tax Return?

As A Retiree, What Issues Should I Consider When Reviewing My Tax Return?

What Issues Should I Consider When Reviewing My Health And Life Insurance Policies?

What Issues Should I Consider Before I Update My Estate Plan?

Issues To Consider As A New Client

Important Numbers

What Accounts Should I Consider If I Want To Save More?

What Issues Should I Consider During My Divorce?

Am I Eligible for Social Security Benefits If I’m Divorced?

What Issues Should I Consider When Having (Or Adopting) A Child?

What Issues Should I Consider To Fund My Child’s College Education?

Should I Consider Refinancing My Mortgage?

What Issues Should I Consider When Paying Off My Student Loans?

What Issues Should I Consider Before I Retire?

Will My Social Security Benefits Be Reduced?

Will I Have To Change Healthcare Coverage As I Transition Into Retirement?

Will I Avoid Medicare Enrollment Penalties?

 

What Customers Are Saying About Us

Hundreds of other advisors are actively using fpPathfinder. Read what those lovely people have to say about us.
“It is very helpful for us when we have a client in and we have an issue at hand. Walking through the checklist helps us big time.”
— William, an advisor In Massachusetts
“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
“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
“What you guys have created is pretty badass! I’ve used your material for both client meetings and prospective clients.”
— An advisor in California
“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
“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
“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
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