Category: How Advisors Use The Checklists and Flowcharts

Do you send PDF reports to your clients that summarize their financial plan? Most of the major financial planning tools (eMoney, MoneyGuide, and Right Capital) offer a variety of report options to help illustrate how well the client is on…

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…

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…

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 are a multitude of planning opportunities for clients who are in the process of retiring. But there are also lots of planning opportunities that should be considered for clients that have been retired for some time. Many of those…

Use Checklists And Flowcharts To Enhance Your Planning Process: Part 1 of 7 A growing trend among financial advisors is to break the typical financial planning process into a series of smaller planning engagements with clients throughout the year. The…

Part 2 of 7 from the Series: Use The Checklists and Flowcharts To Enhance Your Planning Process.  Use this email to invite your clients for a specific planning exercise. Send and share the “What Accounts Should I Consider If I…

Part 3 of 7 from the Series: Use The Checklists and Flowcharts To Enhance Your Planning Process. Offer to review a client’s tax return by sending this email. By referencing the “As Someone Who Is Working, What Issues Should I…