@FpPathfinder

Flowcharts and checklists to help diligent advisors ensure their client is on the right planning path.

fpPathfinder.com
Joined June 2018
  • Tweets671
  • Following225
  • Followers660
425Media
fpPathfinder retweeted
Asset-Map
@AssetMapLLC20 Aug 2024
THIS WEEK we're teaming up with @FpPathfinder to cover navigating client conversations and planning opportunities surrounding the looming TCJA sunset. Register here 👇 hubs.ly/Q02Lz_Kd0
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fpPathfinder retweeted
Nitrogen
@NitrogenWealth6 Dec 2023
Join us today at 2pm EST, as @NitrogenWealth & @FpPathfinder welcome Senior Research Associate at Kitces.com, @MeghaanL, Ph.D., as she explores client psychology & the impact questions have on client communications with @MichaelLecours. 🔗 buff.ly/418bHZy
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It is almost time for #AdviceTechLIVE! @MattHalloran_ & @sjaycoulter discussed some of the speed demos that will be featured: @BentoEngine @WeAreIncomeLab @AssetMapLLC Estate Guru & @FpPathfinder 👉Grab your FREE pass: advicetech.live
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The @RedtailCRM has a nice integration with @FpPathfinder. #financialadvisor #financialplanning
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.@MichaelLecours on his partnership with @MichaelKitces at @FpPathfinder. ▶️Catch the full interview with @sjaycoulter on The @resilientadvsr Show: resilientadvisor.com/post/op…
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How @AssetMapLLC and @FpPathfinder work together. Catch the full interview with @sjaycoulter on The @resilientadvsr Show. Watch the full interview here: resilientadvisor.com/post/op… #financialplanning
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Hey, #FinServ - You’re All Invited TODAY! 🎉 June 28, 2023 | 12pm CT (30 Mins) Join us on the next #FinTech Live Demo with @‌FpPathfinder and @‌MichaelLecours as we talk about… Helping Advisors Be More Diligent In Their Planning Process Register Now: us02web.zoom.us/meeting/regi…
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Hey, #FinServ - You’re All Invited! 🎉 June 28, 2023 | 12pm CT (30 Mins) Join us on the next #FinTech Live Demo with @FpPathfinder and @MichaelLecours as we talk about… Helping Advisors Be More Diligent In Their Planning Process Register Now: us02web.zoom.us/meeting/regi…
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Are you speaking to the actual jobs your clients want done? @MichaelLecours of @FpPathfinder talks about defining value for clients based on “Jobs To Be Done.” Read here: hubs.la/Q01Rg4lK0 #fintech #fintwit #financialadvisor
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This looks to be a great webinar on serving your clients beyond the onboarding process. @MichaelLecours and the team at @FpPathfinder are perfecting client communications. Don't miss this hour of insight with Mike, @behaviorgap, and Jess Bost. linkedin.com/posts/wealthman…
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Join @behaviorgap, @FpPathfinder's @MichaelLecours and Alpha Architect VP @lady__bost as they provide valuable insight and a template on how to deliver unique value and establish an effective work-life balance. Wednesday, May 17 | 2:00 PM ET REGISTER | bit.ly/40jLEwy
Webinar WealthManagement.com Developing a Repeatable and Helpful Client Service Flywheel with Carl Richards and Jess Bost Wednesday, May 17 | 2:00 pm ET Sponsored by fpPATHFINDER REGISTER

ALT Webinar WealthManagement.com Developing a Repeatable and Helpful Client Service Flywheel with Carl Richards and Jess Bost Wednesday, May 17 | 2:00 pm ET Sponsored by fpPATHFINDER REGISTER

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.@MichaelLecours on his partnership with @MichaelKitces at @FpPathfinder. ▶️Catch the full interview with @sjaycoulter on The @resilientadvsr Show: resilientadvisor.com/post/op…
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Join @behaviorgap, @FpPathfinder's @MichaelLecours and Alpha Architect VP @lady__bost as they provide valuable insight and a template on how to deliver unique value and establish an effective work-life balance. Wednesday, May 17 | 2:00 PM ET REGISTER | bit.ly/40jLEwy
Webinar WealthManagement.com Developing a Repeatable and Helpful Client Service Flywheel with Carl Richards and Jess Bost Wednesday, May 17 | 2:00 pm ET Sponsored by fpPATHFINDER

ALT Webinar WealthManagement.com Developing a Repeatable and Helpful Client Service Flywheel with Carl Richards and Jess Bost Wednesday, May 17 | 2:00 pm ET Sponsored by fpPATHFINDER

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fpPathfinder retweeted
Hubly@hublyinc25 Apr 2023
🔥Join us for a fireside chat and live demo with Scott Benjamin, from Firethorn Wealth Partners, to learn how to master client #prospecting and engagement using @FpPathfinder and @hublyinc. Register today: bit.ly/3An59JX
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How @AssetMapLLC and @FpPathfinder work together. Catch the full interview with @sjaycoulter on The @resilientadvsr Show. Watch the full interview here: resilientadvisor.com/post/op… #financialplanning
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📣 Join the fpPathfinder team as they discuss how advisors are having more engaging conversations with custom client deliverables. PLUS, see how advisors are maximizing the fpPathfinder & @Holistiplan integration! Register now 👉us02web.zoom.us/webinar/regi…
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For financial advisors, getting the process right is the critical piece of the puzzle. Everything follows – from tech stack to client service – once the process is defined. We welcome @MichaelLecours of @FpPathfinder to the Advisor Lab Podcast. hubs.ly/Q01Kc4CY0
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fpPathfinder retweeted
Jay Coulter
@sjaycoulter8 Feb 2023
How To Optimize Your Practice with Checklists and Flowcharts with @MichaelLecours of @FpPathfinder | Learn more about fpPathfinder: fppathfinder.com | @michaelkitces @finadvisortv @resilientadvsr #financialplanning #Advicers xitter.cf/i/broadcasts/1eaKbrRMQ…

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fpPathfinder's flowcharts, checklists, and summary guides help you confidently navigate planning conversations and show clients and prospects your value.

fppathfinder.com
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Join us to learn how advisors are using fpPathfinder and @Wealthbox to easily systematize their client meetings. bit.ly/3jrcl2S
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Learn more about Advice Engagement on August 31st at 1 pm! We’re getting together with our friends at @AssetMapLLC Map, @FpPathfinder, @_FPAlpha to share more! Register here: bit.ly/3QDgP1Y
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