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Popular Checklists and Flowcharts

March 30, 2021
Best Practices, Service Guides - Linked, Top 10 Most Popular Resources, How Advisors Use The Checklists and Flowcharts, Getting Started, Planning Management

“Which guides are most popular among members?” Our team frequently hears this question. With nearly 100 different checklists, flowcharts, and reference guides, there are a lot of choices.

To give you quick access to often-used guides, we offer the Popular Checklists & Flowcharts list. The top 10 downloaded checklists, flowcharts, and summary guides are below. Download the PDF, including links to each guide, when you click on the list. We encourage you to keep it handy on your desktop so you can find what you need when you need it.

 

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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.
“With all the aspects of running a business, working with varying client scenarios, and knowing how much information is available, I like being able to look at a flowchart and just see what I need to see.”
— Mike, a financial advisor
“My clients and COIs love these. I’ve shown the medicare IRMAA flowchart to a Medicare consultant I work with and she loved it”
— Steve, an advisor in Ohio
“This has been super helpful and I am getting rave reviews in using these flowcharts and checklists”
— Christoper, an advisor in Illinois
“I love the flowcharts and have found them very helpful in guiding clients on complicated planning issues. The charts are easy to follow and help navigate through difficult decisions based on clients' unique circumstances.”
— Jason, an advisor in Illinois
“I had my own internal set of workflows, but by piggybacking fpPathfinder, I've saved who knows how many hours. It's a great product and I'll be a subscriber for years.”
— An advisor in Texas
“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
“I love the new "share a link" feature. This has made it much easier to send flowcharts and checklists to our clients. Thanks for the add!”
— An advisor in Texas
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