Behavioral Bias Flowcharts: Resources to Guide Conversations
Getting to the root of client reluctance can be one of the trickiest parts of your role as an advisor. You might find it difficult to explain to clients why certain assets should (or should not) be in their portfolio.…
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New Feature Announcement: Updated & Improved CRM Notes Integration
The Premier member experience has been upgraded with the debut of an updated and improved CRM notes integration feature. From now on, when you save the integrated checklist, the notes will be organized to allow you to: Focus your activities:…
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Customizing Resources – Position Statement
Among fpPathfinder’s members, customizable checklists are one of the most frequent new feature requests we receive. Most commonly, the advisor either wants to control which questions the client sees (and eliminate certain questions they deem as irrelevant or unnecessary) or…
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Two New Checklists: Long-Term Care & Estate Planning Document Review
You tackle the hard questions and difficult topics with your clients every day. Your two new checklists are designed to help you communicate the importance and urgency of the holistic planning that lies ahead for your clients who should consider…
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New Feature: Interactive Flowcharts
Now that our checklists are interactive, we explore the next step in fpPathfinder’s interactive resources evolution: Flowcharts. Flowcharts have proven themselves to be a valuable tool for fpPathfinder members. When you’re answering a client question using a flowchart to navigate…
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How to Use Checklists & Flowcharts
To help you more fully incorporate checklists and flowcharts into your practice, we’ve outlined many different strategies to consider. This new guide, “How To Use These Checklists & Flowcharts,” will step you – and your team – through various methods…
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How To Incorporate Checklists & Flowcharts Into Your Marketing Efforts
As a productive advisor whose time is best spent serving clients, consistently feeding your marketing pipeline can fall down the priority list. It’s understandable, and we get it. However, when we learned many of our members were incorporating our checklists…
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New Resources: Master List Of Goals & Pay Stub Review
We’re excited to announce two new resources this month to help you be more diligent in the planning process, plus a recap of timely and updated resources to keep you in-the-know. Details are below: New Checklist: Master List Of Goals…
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