fpPathfinder

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

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General

Issues To Consider As A New Client

A client’s initial experience in working with you is very important.  It sets the stage for what the client should expect in the future.  One way to enhance the initial experience is to ask the right questions to identify planning opportunities.

In this checklist, we focus on important questions to ask to identify possible planning opportunities for a new client. Some examples include the following:

  • Future (or recent) life events
  • Family structure and impact of previous marriages
  • Saving or distribution strategies
  • Cash levels that exceed FDIC limits
  • Debt to income ratios for future lending purposes
  • Future inheritances or expenses related to caring for a loved one
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What Accounts Should I Consider If I Want To Save More?
Category: General
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Getting Your Referral Stats

What Customers Are Saying About Us

Hundreds of other advisors are actively using fpPathfinder. Read what those lovely people have to say about us.
“The resources available are beneficial internally and for clients. The checklists help advisors think outside the box of their knowledge and experience covering a multitude of planning areas. The flowcharts are well laid out visuals for the clients with possible scenarios identified and clear paths to take. fpPathfinders does a nice job updating the resources regularly and communicating to their customer base as well.”
— An advisor in Minnesota
“I really love the concept of fpPathfinder because I spend so much time reinventing the wheel when communicating planning concepts to clients. Moreover, the flowchart format can be used time and time again to produce consistent results.”
— Kevin P, an advisor in Illinois
“I find the flowcharts and checklists helpful for content and for presenting topics to clients. It is a streamlined approach to presenting information and while complex, it also demonstrates the value the advisor brings to the client in helping them navigate these complex situations.”
— An Advisor from California
“fpPathfinder is fantastic. I really can't find any flaws.”
— Joshua, an advisor in Pennsylvania
“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
“Checklists don't make the planner smarter or more skilled, but do help to ensure that the planner maximizes the knowledge and skill he/she already has.”
— Michael Kitces, Publisher and Editor-In-Chief at Kitces.com
“I just utilized one of the Roth flowcharts live on the phone with a client. It worked perfectly!”
— Rick, a financial advisor
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