How checklists and flowcharts can help during busy times
How interactive checklists can help during busy times This newsletter is full of helpful insights to help you run your firm more effectively. This week we share: How “interactive checklists” can make advisors lives easier during this busy time Note-taking…
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New Resources: Where To Save & Evaluating Roth Conversions (Plus Some Updated Resources)
Two New Resources Available. We have two new resources available that are particularly relevant. Both deal with conversations that many advisors are having with their clients. We’re also excited to be in the midst of reviewing and updating almost all…
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Exciting News…
Since fpPathfinder’s launch in 2018, advisors have shared tons of positive feedback about using our checklists and flowcharts to be more diligent in their financial planning process. However, after 1600+ advisors were using the membership, we had an important request…
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3 “COVID” Checklists To Help Your Clients Right Now
The conversations advisors are having with their clients are very difficult right now. Depending on the client, you could be having a conversation about any number of sensitive topics such as… Clients wanting to abandon their investment strategy Losing…
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Two New Resources Available
This month we are excited to release two new resources. Issues To Consider As A New Client: This checklist covers many of the important planning issues and questions to ask of a new client (or prospect). It is currently one of the…
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Two HUGE new features announced!
We are very excited to release two huge features that will completely change how members use fpPathfinder. These features will make it easier and faster to help your clients! FEATURE RELEASE #1: Interactive Checklists All of our checklists…
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Two New Flowcharts Are Now Available (Plus A New Resource Summary Guide)
This month we are excited to release two new flowcharts. We’re also releasing (thanks to member feedback) a simple two-page resource summary guide to help you quickly see all the different resources available. Here is Should I Contribute To My Roth…
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Updates To Reflect 2020 Annual Limits And The SECURE Act
The resources have been reviewed and updated for 2020 including the new SECURE Act rules! We have addressed three kinds of changes: Annual Limits: The resources have been updated to reflect the 2020 Annual limits since mid-December. For a summary of…
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