Pathfinder (@PathfinderAdv) header
Pathfinder (@PathfinderAdv) profile picture

Pathfinder

@PathfinderAdv

Helping financial advisors define and build their ideal practice.

 Knoxville, TN
pathfinderadvisor.com
Joined November 2009
  • Tweets324
  • Following274
  • Followers340
Need some help jumpstarting your new business development? This 6-month group coaching program is an economical way to do just that! lnkd.in/dtV2Bwz
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To all of you who are celebrating, Happy Passover and Easter from our home to yours. Stay in and stay safe! We will get through this together! lnkd.in/enApKs4
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Adam's article is about Building Trust in an Increasingly Skeptical World! lnkd.in/eNTu2EP
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My watchword is definitely Fearless! Great conference. #ka2020 lnkd.in/eifWjWK
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By taking the time to identify and adapt your style to others, you’ll find that your conversations with clients and prospective clients are more meaningful and effective. lnkd.in/d7WssAt
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A simple but structured approach to client segmentation and recognition enables you to be intentional in building strong relationships with your best clients. #clientservice lnkd.in/e9dfJiE
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May this year bring you new happiness, new goals and success! I hope 2019 is your best year yet! lnkd.in/eiW3Mmy
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The more you do to help your clients plan and prepare for whatever lies ahead, the more likely they will look to their future with a sense of confidence and control. wp.me/p8oVbz-JE
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Announcing the launch of the FPA Coaches Corner, a one-stop-shop for content, tools and insights from some of the most recognized coaches in the profession. Topics include #marketing, team development, #cybersecurity, growth strategies, compliance and more bit.ly/2GqgLCF
Image from Financial Planning Association (FPA) (@fpassociation)
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Pathfinder retweeted
RazorPlan (@RazorPlan) profile picture
RazorPlan@RazorPlan7 Feb 2017
How to sell the benefits of #financialplanning buff.ly/2kKAYHQ by @SusanKornegay1
Image from RazorPlan (@RazorPlan)
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An abundance mindset will move you in the right direction when accompanied with an abundance of the right activities.
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If you can't think of what non-financial content would be relevant for your target clients, you haven't defined them well enough yet.
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Let your heart be your compass, your mind your map, your soul your guide and you will never get lost.
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Pathfinder retweeted
Tim Maurer (@TimMaurer) profile picture
Tim Maurer
@TimMaurer3 Feb 2012
"We have a tendency to assume that what we do know is more important than what we don't know." via @BehaviorGap (the book)
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can you sum up your investing philosophy in 10 words? some great investors join me in trying on.wsj.com/A9WMXE
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The words we use - critically important to effective client relationships. The Power of Words bit.ly/A1BJx8 via @advisor_one
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Lesson for advisors - building your brand means knowing what you stand for & focusing on delivering that unrelentingly…lnkd.in/4xk8NN
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We can't control the volatility in the markets. We can't predict it. But we can and do plan for it.
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"One of the quickest ways to success is to share YOUR knowledge, expertise and enthusiasm with the world."
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Pathfinder retweeted
Mary Corbin (@mkcorbin) profile picture
Mary Corbin@mkcorbin8 Oct 2010
My expertise isn't knowing what will happen, it's in preparing for not knowing what will happen. Lennick #fpa2010
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