fpPathfinder

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

Refer-A-Member: Get A Month, Give A Month!


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Calling all members!

Now through December 31, 2021, when you refer a new member to fpPathfinder, you will earn an extra, free month of membership, and so will the member you referred. It’s as simple as sharing your experience with your network, which can include:

  • Members of your study groups.
  • Young advisors you mentor.
  • Advisors and paraplanners in your firm.
Start The Conversation

One way to start is to introduce the fpPathfinder Referral Program to your network via email. You may find the following email template an excellent place to begin:

Subject: A Free Month Of fpPathfinder (plus a sample of guides for you to try) 

Dear (Advisor Name):

I believe fpPathfinder can benefit your practice as it has mine. Whether planning proactive micro-engagements with my clients or answering unforeseen questions, I can rely on the checklists, flowcharts, and summary guides to engage my clients and confirm that I haven’t overlooked covering an important planning topic. 

The result is that my clients and I have uncovered meaningful planning opportunities, and we have a clear path to taking the next steps. If you’d like to enhance your client experience, too, now is the best time to do that because you will get an extra month of membership for free. Here’s how to take advantage of my referral:

  • Go to www.fppathfinder.com/become-a-member
  • Review the Essentials, Deluxe, and Premier memberships, and select the one that moves you closer to your goals.
  • When you register, click the box next to, “Did someone refer you?”
  • Add my name and my email address, and that’s it! You’ll receive 13 months for the cost of 12. 

Here’s a bonus if you haven’t had a chance to familiarize yourself with fpPathfinder: You can download a pack of popular resources when you click this link. 

Let me know if you have questions! You can also register for a live demonstration, and the fpPathfinder support team will answer your questions in real-time. 

Best regards,

ADVISOR NAME

All The Details

The plan is easy, but you may want to refer back to the details from time to time. Everything you need to know is right here. Maybe the coolest part of the referral program: There is no cap on how many members you can refer. For example, if 12 of your colleagues become members, you receive 12 free months. So go for it! 

If you have questions, send an email to support@fpPathfinder.com. We are with you every step of the way. 

 

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 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
“I just utilized one of the Roth flowcharts live on the phone with a client. It worked perfectly!”
— Rick, a financial advisor
“I love it! I find it very helpful. It's a great client value add.”
— Phillip, an advisor in North Carolina
“You are making all of our lives easier...and more importantly, our clients.”
— Jeff, an advisor in California
“The charts are probably as much value to me (as advisor) as they are when given to a specific client. I know and understand the topics covered, but it can be a lot faster to refresh with a quick glance at the chart’s decision tree vs having to read through regulations”
— Larry, an advisor in Oregon
“The flowcharts give me a lot of confidence. Candidly, I sometimes worry that I might miss something when planning for my clients. The flowcharts give me confidence that I won't.”
— An advisor in Virginia
“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
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