fpPathfinder

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

Refer-A-Member: Get A Month, Give A Month!


Company Announcements

Calling all members!

Now through December 31, 2021, when you refer a new member to fpPathfinder, you will earn an extra, free month of membership, and so will the member you referred. It’s as simple as sharing your experience with your network, which can include:

  • Members of your study groups.
  • Young advisors you mentor.
  • Advisors and paraplanners in your firm.
Start The Conversation

One way to start is to introduce the fpPathfinder Referral Program to your network via email. You may find the following email template an excellent place to begin:

Subject: A Free Month Of fpPathfinder (plus a sample of guides for you to try) 

Dear (Advisor Name):

I believe fpPathfinder can benefit your practice as it has mine. Whether planning proactive micro-engagements with my clients or answering unforeseen questions, I can rely on the checklists, flowcharts, and summary guides to engage my clients and confirm that I haven’t overlooked covering an important planning topic. 

The result is that my clients and I have uncovered meaningful planning opportunities, and we have a clear path to taking the next steps. If you’d like to enhance your client experience, too, now is the best time to do that because you will get an extra month of membership for free. Here’s how to take advantage of my referral:

  • Go to www.fppathfinder.com/become-a-member
  • Review the Essentials, Deluxe, and Premier memberships, and select the one that moves you closer to your goals.
  • When you register, click the box next to, “Did someone refer you?”
  • Add my name and my email address, and that’s it! You’ll receive 13 months for the cost of 12. 

Here’s a bonus if you haven’t had a chance to familiarize yourself with fpPathfinder: You can download a pack of popular resources when you click this link. 

Let me know if you have questions! You can also register for a live demonstration, and the fpPathfinder support team will answer your questions in real-time. 

Best regards,

ADVISOR NAME

All The Details

The plan is easy, but you may want to refer back to the details from time to time. Everything you need to know is right here. Maybe the coolest part of the referral program: There is no cap on how many members you can refer. For example, if 12 of your colleagues become members, you receive 12 free months. So go for it! 

If you have questions, send an email to [email protected] We are with you every step of the way. 

 

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 charts are probably as much value to me (as advisor) as they are when given to a specific client. I know and understand the topics covered, but it can be a lot faster to refresh with a quick glance at the chart’s decision tree vs having to read through regulations”
— Larry, an advisor in Oregon
“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
“The white-label feature in Deluxe is really fantastic. It is really powerful to talk through the decision tree with a client with our logo & color options on the chart, frankly, because it makes us look smarter!”
— Bill, an advisor in New York
“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
“These tools look great. They will really help me share quality content with those I assist and will allow us to reduce errors. Furthermore, these tools really help our teams look professional and solidify us as true planners”
— Shane, an advisor
“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
“fpPathfinder is one of a few tools that I use most often in my practice. It has improved my process and the client outcomes.”
— An advisor is Texas
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