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Podcast Interview and Checklist Recap

April 18, 2019
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?

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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 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
“The flowcharts give me a lot of confidence. Candidly, I sometimes worry that I might miss something when planning for my clients. The flowcharts give me confidence that I won't.”
— An advisor in Virginia
“I adore your product. It’s so helpful to my clients and myself. I really like that I could change all the colors to match my logo. It looks fantastic.”
— An advisor in Washington
“Overall, I have really enjoyed the service as it makes teaching and educating people much simpler. ”
— Michael, an advisor in California
“This has been super helpful and I am getting rave reviews in using these flowcharts and checklists”
— Christoper, an advisor in Illinois
“My clients and COIs love these. I’ve shown the medicare IRMAA flowchart to a Medicare consultant I work with and she loved it”
— Steve, an advisor in Ohio
“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
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Recent Blog Posts

  • New Flowchart, 2021: Do I Need To Start Making Estimated Federal Income Tax Payments?
  • New Checklists, 2021: How Might President Biden’s Tax Plan Affect Mass Affluent and HNW Clients
  • I’m About To Use A Checklist With A Client, How Do I Prepare Myself?
  • How Do I Use These Resources In A Client Meeting?

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