Financial Planner. I make flowcharts and checklists.
West Hartford, CT
Joined May 2013
- Tweets934
- Following1.1K
- Followers527
- Likes1.2K
Michael Lecours,CFP® retweeted
Advisors: Here are 3 major planning issues/opportunities for 4Q meetings:
➡ Flexible Spending Account Issues
➡ Inherited IRA Issues
➡ Loss Carry Forward Issues
🚩 @FpPathfinder makes it easy to discuss with their free guides in partnership with @resilientadvsr.
🔴 Download Your Free Guide for 4Q Planning Opportunities: resilientadvisor.com/fppathf…
#financialplanning #abtouchpointsystem
Michael Lecours,CFP® retweeted
🎥 Join fpPathfinder and Nitrogen as we welcome Meghaan Lurtz, Ph.D., FBS™ for a conversation on establishing trust between clients and advisors, and how trust can impact client-advisor outcomes.
REGISTER NOW – buff.ly/3XJrRbW
Michael Lecours,CFP® retweeted
Join us for a webinar with @Holistiplan where we'll discuss the real-world applications of our new guide, the TCJA Sunset Provision Summary Guide, plus how to leverage the fpPathfinder and Holistiplan integration.
Register now & get the guide for free ➡️ buff.ly/3UkOule
Michael Lecours,CFP® retweeted
Why @sjaycoulter chose the 'Acres of Diamonds' story to demonstrate the power of @fpPathfinder and a robust client communication system. Learn more and grab the FREE resources: resilientadvisor.com/fppathf…
▶️@MichaelLecours @resilientadvsr
RT @sjaycoulter: Advisors: I will teach you how to build a simple system that ensures you are taking care of your clients leveraging my sys…
Michael Lecours,CFP® retweeted
📣 Register for this webinar on 2/15 at 1pm Eastern with @MichaelLecours and @resilientadvsr @sjaycoulter. You'll learn how to build your custom client experience system and calendar! (The webinar will be recorded!)
➡️Sign Up Today: bit.ly/ClientServiceSystem
Michael Lecours,CFP® retweeted
🎙️Live webinar TOMORROW!
Join us and @FpPathfinder tomorrow (1/17) at 12 PM CT as we explore how advisors can best utilize their tech stacks to streamline client conversations.
Register now, we'll see you then! hubs.la/Q02gGhlN0
Michael Lecours,CFP® retweeted
How do you think tech and approaches in 2024 will differ from today? 🤔
Check out what our CEO, H. Adam Holt, had to say in this article, where he collaborated with @DerekNHNotman of Couplr and @MichaelLecours of @FpPathfinder
Read the full article👇
bit.ly/3TVCFSW
Michael Lecours,CFP® retweeted
Advisors have new technologies and approaches that support more proactive and dynamically engaging planning. Guest authors @MichaelLecours, H. Adam Holt, @DerekNHNotman share:
-Trends impacting the profession
-How advisors can embrace Financial Advice 3.0
bit.ly/3R7kXtx
Michael Lecours,CFP® retweeted
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
Michael Lecours,CFP® retweeted
Check out co-founder (& advisor) @MichaelLecours as he joins the @AssetMapLLC Rethink podcast to discuss Financial Advice 3.0! Tune in🎙️
Are financial advisors unknowingly committing malpractice?
Join Adam and Derek, as they chat with special guest Michael Lecours, a fellow advisor and co-founder of @FpPathfinder to learn about what they're calling Financial Advice 3.0!
bit.ly/3Yw2s4f
Michael Lecours,CFP® retweeted
Last week InvestmentNews featured our CEO, H. Adam Holt, alongside @MichaelKitces and @MichaelLecours of @FpPathfinder, where they spoke about the value of advice engagement tools for advisors.
Check out the full article 👇
bit.ly/3Q34yqc
Michael Lecours,CFP® retweeted
This is a "must-listen" 🎧 Tune in to co-founder @MichaelLecours chat with Tom Lamendola of @figmarketing!
In ep. 103, @FpPathfinder's Michael Lecours shares how you can tap into their resources and business optimization tools that revolutionize practice management.
🎙️ Get the full episode on your podcast platform or find it here: bit.ly/RIO-Pod
Michael Lecours,CFP® retweeted
Real advisors and real solutions using fpPathfinder + @AssetMapLLC! Check it out 👇
Our CEO, H Adam Holt, touches on creating a systemic process using the @FpPathfinder check lists and Asset-Map to foster more consistent and scalable advice engagement.
Check out the full webinar replay:
bit.ly/3XsNFa1
Michael Lecours,CFP® retweeted
Really proud of what @MichaelLecours has built with @FpPathfinder ! Their #FinTech Demo with @FemalesNFinance today really opened my eyes to so many planning needs AND my inner OCD lovessss a good checklist! ✅
Great job on this today!!! (And “check” them out if you haven’t yet!) – at Arnold, MO
Michael Lecours,CFP® retweeted
Build your tech stack with fpPathfinder + @RedtailCRM 💻 Don't forget to save your seat! 👉 bit.ly/3Xihwlp
Join us and @FpPathfinder tomorrow, June 27, to learn how to:
🔴 Integrate the Interactive Checklists
🔴 Include the guides into your current workflows
🔴 Ask your questions about the integration or fpPathfinder
Save your seat now 👉 bit.ly/3Xihwlp
Michael Lecours,CFP® retweeted
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…
Michael Lecours,CFP® retweeted
📣 Join us for an Open House webinar featuring Adam Van Deusen, CFP®, Associate Financial Planning Nerd at Kitces.com, as we dive deep into key considerations when developing your Client Service Calendar. REGISTER NOW 👉 us02web.zoom.us/webinar/regi…
Michael Lecours,CFP® retweeted
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
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