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Deluxe and Premier membership offers advisors the powerful opportunity to white label the checklists and flowcharts in the fpPathfinder library. Now, members can take their branding one step further with a fully customizable back page with Advanced White Label Settings. …

As your clients plan for retirement, they may be curious about how to secure a predictable income stream. At that point, annuities can become a hot topic for them, and you can help guide the analysis to support solid decision-making. …

As part of fpPathfinder’s ongoing commitment to our members, the ever-increasing roster of checklists, flowcharts, and summary guides is under continuous review. As a result, they are subject to updates.  Communicating Updates  Because our members depend on our guides, we…

Your advisory practice can have a predictable rhythm tied to your clients’ needs at certain times of the year. For example, in the first part of the year, you can count on having a lot of tax discussions. Medicare discussions…

Whether a person leaves a congested urban area for the high plains or waves goodbye to the muggy Midwest for the arid desert, moving somewhere new has a certain romance to it. Romance aside, there are financial implications to relocation…

As businesses begin to open up and your clients head back to their offices (or decide not to), equity compensation will be a hot planning topic. Restricted Stock Units (RSUs) are an increasingly popular form of equity comp, which has…

As part of our continuing interactive flowchart beta test, Premier Members have access to notetaking functionality. Additionally, they have a new interactive flowchart to add to their repertoire. Add Notes Directly To The Interactive Flowchart The interactive flowchart beta test…

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…