Helping Diligent Advisors Ensure They're On The Right Planning Path
Marketing & Client Engagement
Position yourself as a diligent advisor and enhance client engagement when you integrate white-labeled checklists, flowcharts, and summary guides with your process.
Access our complete list of guides.
Create custom white-labeled guides to give your clients a more personalized experience.
Digital rights for sharing via websites, email campaigns, & social media.
Why choose Deluxe Membership?
-
Have done-for-you, white labeled guides
-
Show you clients the complex work you help them accomplish.
-
Educate your clients and use as a conversation script.
How advisors use Deluxe Membership
Advisors who value Deluxe membership want to to show up for clients as confident thought leaders who are diligent and prepared.
Send to clients when they have a question about a financial planning topic.
Use in newsletter and blog content.
Share with clients in meetings to explain financial planning concepts.
EXCLUSIVE FEATURE
Custom white label the flowcharts, checklists, and summary guides to create a branded, tangible client experience!
Add your logo
Choose your colors
Apply your firm's logo and color scheme, and customize the back page to make the checklists, flowcharts, and summary guides your own.
Try the white-label feature and download your free customized flowchart!
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
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 [email protected] 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 3,000+ happy customers
Sign up for our newsletter and receive a free flowchart!
Your free flowchart will be delivered to the email used for your newsletter.
