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It can feel like a lot of work to implement a client engagement strategy. The truth is when you have PreciseFP and fpPathfinder in your tech stack; you have the power to automate a client engagement strategy that produces results.…

It’s a common question your clients are asking: Should I lease or buy my next automobile? The decision to lease or buy can have a day-to-day and long-term effect on cash flow and emotions. Beyond make, model, and body type,…

As your clients get knee-deep into Spring cleaning rituals, they may also be thinking about their homes and asking critical home-related questions. Certainly, any question concerning a primary asset can present planning opportunities.  Refer to the Home-Specific Bundle to support…

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…

Disability insurance is an integral part of any portfolio. Should your clients suffer an illness or injury that prevents them from returning to work, disability insurance protects their income. All too often, however, disability insurance is secondary to other insurances. …

The Share Link Options update was a success among members. However, your team at fpPathfinder isn’t one to rest on its laurels. We identified several ways the member experience could be even better … so we kept at it! Here…

It’s a great benefit to your clients when you check in with them to review their estate plans. There can be any number of updates, revisions, and strategies you can help them identify before they sit down in their estate…

Life insurance is a valuable and appropriate tool that can assure your client’s family and business can carry on, should the unthinkable happen.  To help guide your clients through an introductory life insurance conversation, consider using the “What Issues Should…