fpPathfinder

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

Podcast Interview and Checklist Recap


In The Press

Recently, Michael Lecours was invited onto the Advisor Success Series Podcast hosted by Matt Shute of 3D Asset Management. Michael and Matt dug into several issues including:

  • The frustration that led to Michael creating fpPathfinder
  • The types of advisors that Michael expected to become members versus the types of members that actually became members
  • How checklists and flowcharts are being used by advisors and the role that they are playing in an advisory practice
  • Sources of inspiration in developing checklists
  • Best book to read if you want to nerd-out on checklists

Listen to it yourself (it’s only 30 minutes!) 

 

Checklist Recap

Since it’s been a hectic few months due to tax season, we wanted to take a moment and recap the checklists that have come out so far.  We will continue to focus on checklists for the foreseeable future as a result of member requests.  Below is our current checklist lineup:

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

What Issues Should I Consider Before I Retire?

What Issues Should I Consider If My Spouse Passed Away?

What Issues Should I Consider If My Spouse Has Been Diagnosed With A Terminal Illness?

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 find fpPathfinder to be very helpful. I use the checklists and flowcharts to help prep for every meeting.”
— Ryan, an advisor in New York
“I love these checklists and flowcharts! They are very useful and helpful in making sure I am covering all (or at least most) points regarding a specific topic.”
— Michael, an advisor in Pennsylvania
“Thanks for having all of these so conveniently put together. We were working on many of these for years, but often could not find the time to keep them updated. This has been a blessing to our firm. ”
— An advisor in Texas
“This is probably the best money I have ever spent. I love fpPathfinder!”
— Phillip, an advisor in North Carolina
“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
“Love the Redtail integration - it’s been instrumental in my prep for my client reviews. I’m finding my self being over-prepared because of the robust lists which is great.”
— Don, and advisor in California
“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
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