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Congratulations on taking the first step in having more diligent client conversations. We recommend that you complete this onboarding tutorial before you jump into the Member Section.

If you have any questions, please feel free to email us at support@fppathfinder.com.

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What is a Planning Topic you address or want to address with your clients every year?
Reviewing Tax Returns
Beneficiary Review
Planning For Strategic Charitable Giving
Which of these describes a current client situation?
I have a new client and I want to show them how much we cover
An existing client needs an annual review
I have a client that is retiring
A client needs their investments reviewed
Which of these most popular resources would you like to view?
Important Numbers (like tax rates)
Master List Of Goals
What Issues Should I Consider Before The End Of The Year?
Estate Planning
Tell Us about your Tech Stack. Check All That Apply.
Financial Planning Tools
Holistiplan
Asset Map
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FMG Suite
Broadridge
CRM
Wealthbox
Redtail/Orion
Salesforce
XLR8
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EBIX
Microsoft
Advyzon
Scheduling Tools
Calendly
ScheduleOnce
Acuity
What specific benefits or advantages are you seeking to obtain by becoming a member of fpPathfinder?

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fpPathfinder

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

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XLR8 + fpPathfinder: A New CRM Integration

June 17, 2021
Feature Annoucements

Advisors who use XLR8, a CRM overlay built on top of Salesforce, have a new reason to get excited: The integration between XLR8 and fpPathfinder is live!

One-Click = Big Benefits

XLR8 is a powerful Salesforce-based CRM that supports the work you do with clients. With the integration fpPathfinder offers, your CRM will work harder for you. Most importantly, fpPathfinder Premier Members can send completed interactive checklist notes to their XLR8 contact records with just one click.

fpPathfinder Note in EXLR8

In an instant:

  • Focus your activities: Every planning issue identified (answer YES to the probing questions) is clearly visible at the top of the note. You can easily see your follow-ups and take action.
  • Enhance your efficiency: All of the planning issues identified (answer YES to the probing questions) and notes are summarized in a single task and marked as “research and address possible issues” for follow-up.
  • Underscore your diligence: All unanswered questions are summarized in a single task for you to “gather more information and identify possible planning issues.”

fpPathfinder activities in XLR8

If you’re a Premier Member who uses XLR8:

  1. Log in to your XLR8 and fpPathfinder accounts.
  2. Go to the fpPathfinder “My Account” button in the navigation bar and hover.
  3. Click on “Integrations.”
  4. Find “Salesforce” and click “Activate” and then “Settings.”
  5. Follow the prompts, and you’ll be all set.
Premier Membership = The Diligent Advisor’s Gold Standard

Advisors who create and deliver a meaningful client experience, activate and maintain a robust marketing plan, and focus on consistency and accuracy are naturally drawn to the Premier Membership. Become a Premier Member to access:

  • The XLR8 CRM integration, which allows you to add enhanced interactive checklist notes to your contact record with one click.
  • Interactive checklists, which allow you to add notes.
  • Share A Link, which allows you to send interactive checklists to your clients before or after meetings to engage them in the planning process.
  • White label capabilities, which empower you to make every checklist and flowchart your own.
  • Digital rights, which permit you to include your white-labeled resources in your marketing.
  • Personalized dashboard capabilities, which make it easy to build your library of favorite checklists, flowcharts, and guides for easy, fast reference.
  • Every checklist, resource, and guide fpPathfinder publishes (and updates), which enhance your ability to serve your clients confidently.

fpPathfinder Premier Membership

Your Requests = fpPathfinder Action

You’ve told us frequently that you want fpPathfinder to integrate with Salesforce, and we’ve heard you. Our partnership with XLR8/Concenter Services is our first Salesforce-based integration, and we intend to roll out additional partnerships. If you use Salesforce, but not the XLR8 overlay, please reach out to us at support@fpPathfinder.com. Let’s have a conversation about how to get your version integrated.

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  • This field is for validation purposes and should be left unchanged.

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Become a Member

See how our flowcharts and checklists help you navigate complex financial planning questions.
Become a Member

What Customers Are Saying About Us

Hundreds of other advisors are actively using fpPathfinder. Read what those lovely people have to say about us.
“One client just said 'Wow, thank you for this. I would have screwed up my retirement if not for this.'”
— David, an advisor in NY
“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
“You just continue to put out great content on fpPathfinder. The 'What Issues Should I Consider Before The End Of The Year' checklist is fantastic.”
— Chris, an advisor in Illinois
“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
“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
“ fpPathfinder is great. It's perfect for supplemental content to enhance our marketing efforts.”
— Ray, an advisor in California
“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
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Tailor the client experience and streamline data gathering with Interactive Checklists

Upgrade to Premier for access to Interactive Checklists & integrate with your CRM today. We currently integrated with Redtail, Wealthbox, Salesforce Financial Cloud Services, and XLR8.

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Feature your expertise by putting flowcharts and checklists with your brand in front of your clients and prospects.

Upgrade to Deluxe or Premier to white label the resources.

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Make sending guides to compliance easier. Download all of your white-labeled content into zip files for quick send.

Upgrade to Deluxe or Premier for access to this feature.

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Deliverable Reports

Upgrade to Deluxe for Single Report Access or Premier Membership for full access. Premier Members can unlock the capability to scale your client communications with the CSV upload that generates client-specific PDFs. View a Demo here.

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