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?