Category: Announcements

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.…

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:…

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…

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…

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…

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…

At fpPathfinder, we are always looking for ways to help you become more diligent in your planning processes. That’s why we are excited to announce a new feature called “Share A Link” that will help you improve your workflow, improve…

There is a LOT going on at fpPathfinder right now. Almost all the resources are being updated for 2021 over the next few weeks.  If there is a particular resource you’re looking for, chances are it will be updated very…