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.