fpPathfinder

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

Educate & Engage
Open up client conversations beyond investment accounts. Access a library of white-labeled guides plus engagement tools to educate clients (and attract prospects) year-round!
All of the benefits of Essentials.
Educate clients with white-labelled versions of the guides showing your logo and firm colors.
Share white-labeled guides via websites, email campaigns, & social media.
Create custom client engagement pieces, like a white-labeled Client Service Calendar.
Highlighting your expertise with Personalized Client Deliverable Reports.
Deluxe
$299/yr
per user
Join Now
Why Choose Deluxe Membership?

  • With white-labeled, ready-made guides - we do the work, and you look like the expert

  • Show clients and prospects the complex work you can help them accomplish

  • Never run out of content to educate and engage with clients and prospects

  • Uncover planning opportunities and respond to client questions

Deluxe Members Use fpPathfinder To Educate & Engage Clients Year-Round
 
Share white-labeled guides as handouts during key life events or on a regular schedule to stay engaged with clients and prospects.
 
Use guides for content ideas or lead generation via social media or email marketing.
 
Highlight key touchpoints to give prospects and clients a clear view of the comprehensive advice you provide beyond investment management with the Client Service Calendar.
 
White Label FEATURE
Custom white label the flowcharts, checklists, and summary guides to create a branded client experience!
Add your logo
Choose your colors
Try the white-label feature and download your free customized flowchart!
Try out the white label feature!
What Members Say About Deluxe Membership
Don't take our word for it! Read what our members -- your peers -- have to say about being Deluxe fpPathfinder Members.
 
 
"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
 
 
"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! "
– An Advisor in New York
 
 
"I adore your product. It’s so helpful to my clients and myself. I really like that I could change all the colors to match my logo. It looks fantastic."
– An Advisor in Washington
Still Struggling to Streamline Your Process and Scale Your Value? Want More Tools & Features?
Create a more streamlined and productive planning process with Interactive Checklists and CRM integrations. Personalize client engagement, uncover planning needs, and deliver ongoing value throughout the year using personalized checklists and a Client Service Calendar. Available to Premier Members!
30 Day Hassle Free Guarantee
We guarantee fpPathfinder will help you identify more planning opportunites, have more engaged clients, and a more efficient business. If for any reason you're not 100% satisfied at any time in the first 30 days, email us at support@fpPathfinder.com and we will refund your membership. All we ask in return is you do not use the one-click download function to download all the resources and then ask for a refund.
Join fpPathfinder's 5,000+ happy customers
Join Now

What Customers Are Saying About Us

Hundreds of other advisors are actively using fpPathfinder. Read what those lovely people have to say about us.
“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
“I love your resources, you guys & gals have helped us take our practice to the next level!”
— Trevor, an advisor in California
“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
“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
“You just continue to put out great content on fpPathfinder. The 'What Issues Should I Consider Before The End Of The Year' checklist is fantastic.”
— Chris, an advisor in Illinois
“fpPathfinder is fantastic. I really can't find any flaws.”
— Joshua, an advisor in Pennsylvania
“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
Become a Member

Sign Up to Receive Updates

Join our mailing list to be updated as we release new flowcharts and checklists that might be of interest.
  • This field is for validation purposes and should be left unchanged.
Close