Category: How Advisors Use The Checklists and Flowcharts

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…

With today’s new guide release, “What Issues Should I Consider When Creating My Estate Plan?“, you can have a comprehensive conversation with all your clients about estate planning, no matter what their current estate plan looks like.  More and more…

It can feel like a lot of work to implement a client engagement strategy. The truth is when you have PreciseFP and fpPathfinder in your tech stack; you have the power to automate a client engagement strategy that produces results.…

We often recommend using fpPathfinder to enhance your marketing efforts. While there can be as many marketing ideas as advisors, you may find a nugget or two in the Pump Up Your Marketing webinar recording.  A high-level overview of what…

When advising couples, you probably walk a thin line between being a financial advisor and a couples counselor. Because so much of your clients’ long-term financial success comes from both parties pulling in the same direction to reach their goals,…

Annual client meetings can be overwhelming. There’s a lot to cover at one time. The 2022 Expanded fpPathfinder Service Calendar is your internal tool that offers 12 timely engagement ideas to help you plan your micro-engagements all year long. You’ll…

If you’re like us, you’re wondering where the year went. Your clients likely are wondering the very same thing. Take The Lead The next couple of months will pass quickly. Now’s the time to reach out to your clients and…

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…