1
Overview
2
Welcome Video
3
Questionaires
4
Guided Tour
Package

Congrats!

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.

Welcome Aboard!

Account Set-up

Step of

Get your settings configured before exploring our database.

Tailor Your Experience

Tell us what you are looking for so we can help enhance your experience as a member
You Need to add some questions for your environment
Go here when logged in as an admin
Is this staging?
yes
no
where does the muffin man live
Drury Lane in London
Drury Lane in Cleveland
Drury Lane in Canton
Drury Lane in Huron

Congrats!

Let’s get started with a brief tour of the Member Section.

Questions? Email us at support@fppathfinder.com

« Go Back
Skip Step
  • Member Section
  • Support
  • About Us
  • Blog

fpPathfinder

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

  • Member Section
  • Support
  • About Us
  • Blog
  • Become a Member
    Log In Suggest A Guide

Pump Up Your Marketing

March 31, 2022
Marketing

We often recommend using fpPathfinder to enhance your marketing efforts. While there can be as many marketing ideas as advisors, you may find a nugget or two in the Pump Up Your Marketing webinar recording. 

A high-level overview of what you can expect to learn from the webinar follows.

The Importance Of Specific & Measurable Goals

When your goals are specific and measurable, you can implement focused marketing tactics. The example in the Pump Up Your Marketing webinar re-envisions the general  “I want to grow my prospect list” goal as “Have actionable conversations with 20 leads who have equity compensation packages.”  When your goals are specific to what you want to achieve, you’ll have a clear marketing direction, and you’ll know how you’ll evaluate your success. The webinar provides other examples, which tie with the following marketing tactics.  

Gated Content

Gated content is a marketing tactic that invites a person to exchange information (like an email address) for the valuable information you have to offer. Checklists and flowcharts make for ideal content to offer as “bonus material.” When you watch the webinar, you learn how to implement gated content and some tips for quickly finding the right content for your audience. 

Collateral

Collateral is low tech and high impact, which helps make this easy (and fun) to implement. As a marketing tactic, using collateral with your Centers of Influence can prove an effective way to earn that qualified referral. Listen to the webinar for the whole, simple idea that can make a big difference. 

Thought Leadership

Thought leadership can take a little more time to fully realize than the gated content or collateral tactics. In addition to defining your audience, you will build relationships with reporters, podcasters, video hosts, and professional organizations. Take time to plan how to build your credibility among those you want to serve, and then begin creating. Listen to the Pump Up Your Marketing webinar if you’re becoming a thought leader is a marketing tactic you want to implement. You’re sure to find some good information. 

Deluxe & Premier Membership

If you want to add some muscle to your marketing, either Deluxe or Premier membership will help you accomplish that. Essentials members can upgrade by going to their Account Settings page. Then select Upgrade / Change and choose the level that moves you closer to your goals.

If you’re not yet a member, visit the Become A Member page and choose the membership level that’s right for you. Should you prefer a more personal touch, register for a live demonstration with our team and have all of your questions answered on the spot. 

Pump up your marketing fpPathfinder

 

Sign Up to Receive Updates

Join our mailing list to be updated as we release new flowcharts and checklists that might be of interest.
  • This field is for validation purposes and should be left unchanged.

Categories

  • Service Guides – Linked
    • Guide Bundles
    • Timely Conversations
    • Age-Related Planning
    • Money In Motion
    • Top 10 Most Popular Resources
    • Client Service Calendar
  • How Advisors Use The Checklists and Flowcharts
    • Best Practices
    • Getting Started
    • Marketing
    • Planning Management
  • Announcements
    • Company Announcements
    • Resource Additions
    • Feature Annoucements
    • Updated Resources
  • In The Press

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.
“I just utilized one of the Roth flowcharts live on the phone with a client. It worked perfectly!”
— Rick, a financial advisor
“Overall, I have really enjoyed the service as it makes teaching and educating people much simpler. ”
— Michael, an advisor in California
“fpPathfinder has been critical in my execution of financial planning. They provide well thought resources for when clients face specific problems, and I use them over and over again.”
— Roger Whitney, CFP®️, CIMA®️, CPWA®️
“In client meetings I'm often sharing a checklist regarding a specific topic, and helping clients understand the planning issues, opportunities, and process all very quickly and efficiently.”
— An advisor in Texas
“With all the aspects of running a business, working with varying client scenarios, and knowing how much information is available, I like being able to look at a flowchart and just see what I need to see.”
— Mike, a financial advisor
“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
“I love the flowcharts and have found them very helpful in guiding clients on complicated planning issues. The charts are easy to follow and help navigate through difficult decisions based on clients' unique circumstances.”
— Jason, an advisor in Illinois
Become a Member
  • Become a Member
  • Member Section
  • Blog
  • TOS & Privacy Policy
  • Suggest a Flowchart or Checklist
  • Careers: We’re Hiring

Recent Blog Posts

  • A Client Engagement Strategy
  • Lease Or Buy: The Automobile Question
  • Home-Specific Bundle: 3 Guides
  • Pump Up Your Marketing

Sign Up to Receive Updates

Join our mailing list to be updated as we release new flowcharts and checklists that might be of interest.
  • This field is for validation purposes and should be left unchanged.

Have a question, idea, comment, or see an error? We want to know! Email us at support@fppathfinder.com!

Copyright © 2025 fpPathfinder, All rights reserved.

Easily and quickly provide guidance to your clients. Then properly document your conversation or meeting.

Upgrade to Premier to use an interactive checklist and integrate with Redtail and Wealthbox.

Learn More

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.

Learn More

Save time by downloading all the checklists and flowcharts with one click.

Upgrade to Deluxe or Premier to download all the resources with one click.

Learn More
Close