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Starting A New Job Bundle: The Guides You Need To Guide Your Clients

December 2, 2021
Service Guides - Linked, Guide Bundles

Increasingly, people are changing jobs. With new jobs come questions about how to manage the benefits from both the previous and new employer. 

As the trusted advisor, your clients who have made a professional move will certainly turn to you for guidance. That’s why we’ve bundled the fpPathfinder checklists and flowcharts that help demystify new-job transitions. Use them to ask probing questions that uncover opportunities and to help guide your clients’ decision-making process.

fpPathfinder members: Click the image below and download the bundle, which has links to the checklists and flowcharts, to your desktop. You’ll be organized when you reach out to your clients and ready for any unexpected, inbound inquiry that comes your way. 

Not a member yet, but want to be? We can help you with that! You can go straight to Become A Member, review the options, and choose the membership level that moves you closer to your goals. Sometimes a live demonstration is more helpful than reading a screen. If that’s the case, schedule your live demonstration and get all of your questions answered in real time.  

Starting A New Job Bundle

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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.
“Your software and platform are awesome and super helpful to me and my clients”
— Clinton, an Advisor in New York
“You are making all of our lives easier...and more importantly, our clients.”
— Jeff, an advisor in California
“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 flowcharts have helped a lot in recent discussions with the changing markets, providing us with confidence that our clients are getting the best, most accurate information.”
— Matthew, an advisor in Georgia
“I love it! I find it very helpful. It's a great client value add.”
— Phillip, an advisor in North Carolina
“fpPathfinder is the only planning tool that tries to address all of the obstacles facing our clients”
— Cathy Curtis, Curtis Financial Planning
“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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