fpPathfinder

Helping Diligent Advisors Ensure They're On The Right Planning Path

Category: How Advisors Use The Checklists and Flowcharts

A Simple 4-Part Framework To Systematize Your Advisory Business

You may think systematizing your unique process of financial planning isn’t possible…  But by the end of this post you’ll understand a clear 4-step process for making the work you do with your clients easier, faster, and dare we say…
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Six (More) Ways Checklists and Flowcharts Will Help You.

Below are six (more) ways you can start to incorporate the checklists and flowcharts into your business. And if you missed it, here are five other ways that fpPathfinder will be able to help you and here is a curated list of…
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Picking The First Checklists And Flowcharts To Incorporate Into Your Business.

We have put together the following curated list of checklists and flowcharts that many other advisors first started using when they became members.  And if you missed it, click here for ideas on how to implement checklists and flowcharts. Popular Checklists and…
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Five Ways Checklists and Flowcharts Will Help You

After you’ve become a member, it’s time to start using these in your business.  Below are five ways you can start to incorporate the checklists and flowcharts into your business.   Assist in the decision-making process when formulating a recommendation:  One…
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What Customers Are Saying About Us

Hundreds of other advisors are actively using fpPathfinder. Read what those lovely people have to say about us.
“It’s one of the best software products I have seen. It’s exactly what I have been looking for and trying to build internally. Well done!!!”
— Kate, an advisor in Florida
“Thank you for creating a robust, yet very practical, planning tool.”
— Andy, an advisor in Florida
“The flowcharts have helped a lot in recent discussions with the changing markets, providing us with confidence that our clients are getting the best, most accurate information.”
— Matthew, an advisor in Georgia
“I can’t tell you how much I appreciate the Flow Charts you are providing. Helps me feel a little less crazy as an advisor.”
— Tami C, an advisor in Colorado
“In client meetings I'm often sharing a checklist regarding a specific topic, and helping clients understand the planning issues, opportunities, and process all very quickly and efficiently.”
— An advisor in Texas
“One client just said 'Wow, thank you for this. I would have screwed up my retirement if not for this.'”
— David, an advisor in NY
“I really love the flowcharts and they are helping me explain difficult decision points/rules to my client base. In fact, I plan to upgrade so I can use some of the material on my website with my own branding.”
— An advisor in Texas
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