How To Shave Time Off Your Workflows With Fintech

This guest post was written by Michael Whitman, MBA, CFP®, Owner/Financial Planner for Millennium Planning Group, LLC and was featured on the Kitces Financial Planning Value Summit 2022. Introduction When I started in the financial industry back in 2009, I…

Our purpose at fpPathfinder is to raise planning issues and identify decision points so that financial advisors have a script to guide more productive client conversations. Often members and non-members alike ask how we approach guide development, and what we…

One way that advisors are using fpPathfinder is to leverage it in conjunction with other tools in their own tech stack. We’ve written about how advisors are using it with financial planning software. But in this post, we wanted to…

You’re meeting with a client and want to make sure that you’re not just talking about investment performance. You’ve decided to use one of the fpPathfinder resources in your upcoming meeting (if you need help identifying the resources, here are…

There are lots of great ways to use the resources from fpPathfinder with your clients in meetings. Oftentimes, it depends on your own preferences. It may take a little experimenting before you find an approach that is right for you.…

You just finished going through a checklist with a client, now what do you do with it? After a meeting in which you have completed a checklist, there are multiple steps to consider: Type your notes into your CRM shortly…

Members incorporate checklists and flowcharts into their marketing efforts in various ways, which you can read more about here. Undoubtedly, getting started can be overwhelming for some advisors, so we’ve taken the guesswork out of the process.    What follows is…

“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…