fpPathfinder

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

Done-For-You Email Templates: Introduce Interactive Checklists Via Share Link To Clients + Prospects


Marketing

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 feature, which is available to Premium members. Please feel free to use these templates as they are, edit to your liking, or reference them for inspiration.

 

Proactive Outreach

Dear (CLIENT/PROSPECT NAME):

I’ve been keeping close tabs on the planning issues you and I should tackle next. Let’s set a time to discuss (XYZ TOPIC) in depth.

To make sure we spend our time together getting to the heart of your needs, complete this checklist that covers (NAME OF CHECKLIST) before our meeting. Any question you answer YES or leave blank will help us focus our time together. You can add notes if you want to provide additional commentary on any question.

This link will be live for 30 days. When you complete and submit it, I’ll be notified and we can move forward from there.

I look forward to our next meeting.

Sincerely,
ADVISOR

 

Reactive Outreach

Dear (CLIENT/PROSPECT NAME):

Thank you for your (CALL/EMAIL/TEXT) today. I’m glad you reached out about (XYZ TOPIC).

To help both of us quickly identify what the next steps are and to make sure we cover the salient points, please complete this checklist that covers (NAME OF CHECKLIST) before our next meeting. Any question you answer YES or leave blank will help us focus our time together. You can add notes if you want to provide additional commentary on any question.

This link will be live for 30 days. When you complete and submit it, I’ll be notified and we can move forward from there.

I look forward to our next meeting.

Sincerely,
ADVISOR

 

Become A Premier Member

In addition to interactive checklists and Share Link, Premier membership offers you valuable fintech integrations. Consider the following benefits of Premier Membership:

  • You can capture notes directly in the interactive checklists to create accurate, detailed records of conversations. 
  • You can leverage the CRM notes functionality to clearly identify planning opportunities that are organized into follow-up and follow-through tasks.
  • With a single click, you can send notes directly to the client record in Wealthbox, Redtail, XLR8 for Salesforce, and Salesforce Financial Cloud Services. Using a different CRM? Just cut and paste the notes into the client record. 

Already a member? Visit your account settings to upgrade from there.  

Not yet a member? Visit the Become A Member page and sign up there. If you’d like to schedule a live demonstration first and get all of your questions answered, you can sign up here. We look forward to being with you every step of the way. 

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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
“The white-label feature in Deluxe is really fantastic. It is really powerful to talk through the decision tree with a client with our logo & color options on the chart, frankly, because it makes us look smarter!”
— Bill, an advisor in New York
“This is one of my best subscriptions I pay for!”
— Sean, an advisor in California
“With working from home most of 2020, we wanted to still catch some face time with our clients. We used the checklists and flowcharts to conduct webinars covering various topics. In fact, having the charts readily available, we were able to do many of these on a weekly basis, knowing the material was pretty much already established. We had such great feedback that we are continuing the webinars into 2021. We have many that actually look forward to our meeting times, and found being able to have the flowchart or checklist available to work on their own later was an added bonus.”
— An advisor in Texas
“ fpPathfinder is great. It's perfect for supplemental content to enhance our marketing efforts.”
— Ray, an advisor in California
“It's hands-down the best collection of client-facing resources I've found anywhere. The checklists are amazing too, to make sure I'm not forgetting anything in a review.”
— An advisor in Kentucky
“These tools look great. They will really help me share quality content with those I assist and will allow us to reduce errors. Furthermore, these tools really help our teams look professional and solidify us as true planners”
— Shane, an advisor
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