fpPathfinder

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

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


Company Announcements

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.
“Your software and platform are awesome and super helpful to me and my clients”
— Clinton, an Advisor in New York
“fpPathfinder is the only planning tool that tries to address all of the obstacles facing our clients”
— Cathy Curtis, Curtis Financial Planning
“ fpPathfinder is great. It's perfect for supplemental content to enhance our marketing efforts.”
— Ray, an advisor in California
“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
“I just met with a client who had a question regarding her eligibility for Social Security benefits. We went through the flowcharts answering each question and following the lines. She looked at me and said 'This is great, it was so much easier to use this than trying to go through all the literature that Social Security offers. Thank you so much.'”
— Ben G, an advisor in Wisconsin
“fpPathfinder is a great tool! It mirrors much of what I've developed on my own for tax planning, life events, etc. However, it's been great to double-check my own work in those areas and also to motivate me to deepen my knowledge on other topics”
— Jonathan, an advisor in Colorado
“fpPathfinder has been critical in my execution of financial planning. They provide well thought resources for when clients face specific problems, and I use them over and over again.”
— Roger Whitney, CFP®️, CIMA®️, CPWA®️
Become a Member

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