Category: How Advisors Use The Checklists and Flowcharts

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.…

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…

When advising couples, you probably walk a thin line between being a financial advisor and a couples counselor. Because so much of your clients’ long-term financial success comes from both parties pulling in the same direction to reach their goals,…

Annual client meetings can be overwhelming. There’s a lot to cover at one time. The 2022 Expanded fpPathfinder Service Calendar is your internal tool that offers 12 timely engagement ideas to help you plan your micro-engagements all year long. You’ll…

If you’re like us, you’re wondering where the year went. Your clients likely are wondering the very same thing. Take The Lead The next couple of months will pass quickly. Now’s the time to reach out to your clients and…

Recently, members have asked, “How should I introduce interactive checklists with Share Link to my clients and prospects?” To support your communication efforts, we created two email templates. Consider using either one when you’re sending checklists via the Share Link…

One way that advisors are using fpPathfinder is to leverage it in conjunction with other tools in their own tech stack. We’ve written about how advisors are using it with financial planning software. But in this post, we wanted to…

Every age-based demographic has its particular planning concerns. The more you can prepare for client meetings, the more you’ll uncover opportunities to help your clients plan.  Life Stages & Planning Needs Before your meetings, set aside a few minutes to…