fpPathfinder

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

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Updates To One Checklist + Two Flowcharts

As part of fpPathfinder’s ongoing commitment to our members, the ever-increasing roster of checklists, flowcharts, and summary guides is under continuous review. As a result, they are subject to updates.  Three Updates Our team has updated the following checklist and…
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Refer-A-Member: Get A Month, Give A Month!

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…
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Salesforce Financial Cloud Services + fpPathfinder: A Powerful CRM Integration

There’s no doubt: Integrations make our members’ professional lives more manageable. Now, Premier Members can activate an integration between Salesforce Financial Cloud Services CRM and their fpPathfinder checklists and flowcharts to communicate with clients and prospects, accurately and efficiently capture…
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Done-For-You Email Templates: Introduce Interactive Checklists Via Share Link To Clients + Prospects

Recently, members have asked, “How should I introduce interactive checklists with Share Link to my clients and prospects?” To support your communication efforts, we created two email templates. Consider using either one when you’re sending checklists via the Share Link…
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Healthcare In Retirement: A Recipe For Proactive Client Conversations

Healthcare, on its best day, is complicated. However, when clients move into retirement, the topic surfaces entirely new questions and considerations that require planning and coordination.  You are in an influential position to successfully guide your clients through the maze…
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Summary Guides For Small Business Owners

Actionable feedback: That’s what members provide every Spring when they respond to our annual survey. A trend that emerged from the most recent survey is that members wanted our team to cover additional information in new ways. So we took…
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At-A-Glance: A Roundup Of The Latest Guides & Features

Your work inspires us, and as a result, fpPathfinder is motivated to offer advisors more than ever before. Our team is proud to support our members with the tools that add value to their relationships.  Because there’s been a lot…
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fpPathfinder Guide Creation Process

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…
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What Customers Are Saying About Us

Hundreds of other advisors are actively using fpPathfinder. Read what those lovely people have to say about us.
“What you guys have created is pretty badass! I’ve used your material for both client meetings and prospective clients.”
— 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
“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
“I can't say how much I love the product. It is just great. I recommend it to all my colleagues.”
— Robert, an Advisor in Colorado
“I find fpPathfinder to be very helpful. I use the checklists and flowcharts to help prep for every meeting.”
— Ryan, an advisor in New York
“Having been trained in a CPA firm, checklists were how everything was done, I was amazed to learn how little checklists were utilized in FP [Financial Planning]. I had created my own but FP Pathfinder has outdone me in creating current issue lists and updates. This is a must for any advisor. ”
— Advisor from 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
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