Expanding the services it offers to assist financial advisors, fpPathfinder is announcing impactful upgrades to its checklist tools. The new interactive checklist experience will also include full customer relationship management (CRM) integration in partnership with widely used CRM provider, Redtail Technology.
fpPathfinder will be in attendance and speaking about its new services at the 2020 T3 (Technology Tools for Today) Advisor Conference in San Diego, CA. The T3 Advisor Conference is the leading practice management and technology conference for independent and hybrid financial advisors, allowing them to emerge with timely information and insights on how to build a more efficient and profitable business. This year’s event is being held February 17–20 at the Marriott Marquis San Diego Marina.
Attendees can take part in fpPathfinder’s flash session at 10:30 a.m. on Thursday, February 20.
fpPathfinder provides advisors with elegant checklists and flowcharts that simplify the planning process and solve common planning questions asked by clients. Their checklists and flowcharts serve as a reminder to advisors of important issues to consider and critical errors to avoid when dealing with complex and ever-changing financial subjects.
“We wanted to make it easier for members to use and document their due diligence of a planning checklist for an individual client,” says fpPathfinder co-founder Michael Lecours. “In the past, an advisor would get a client call about a complex issue, search Google for potentially outdated answers, then maybe type some notes into a CRM. With fpPathfinder, advisors will go into their CRM and assign an up-to-date pre-made checklist to the client’s record, check off items and add notes directly.”
fpPathfinder’s latest interactive tools, which will integrate with Redtail’s web-based CRM, are available with a new Premier level of fpPathfinder membership. This is in addition to the white-label brand-customization options of the Deluxe membership level, as well as the base-level access to flowcharts and checklists in PDF form. One to two new resources are added each month and the resources are updated to stay current as regulations and laws change.
Launched in 2018, fpPathfinder helps financial advisors simplify their planning process using elegant checklists and flowcharts. The company gained 1,000 members in its first year and continues to grow and expand upon the services it offers. Michael Lecours, CFP®, is a co-founder of fpPathfinder. He is also a financial advisor and planner at Ohanesian / Lecours. Michael leverages a background in advertising to distill complex financial planning concepts into straightforward strategies, apply behavioral finance concepts to the planning process, and inject a disciplined approach to all aspects of the client experience. He has been featured in the Journal of Financial Planning. Michael E. Kitces, MSFS, MTAX, CFP®, CLU, ChFC, RHU, REBC, CASL, is a co-founder of fpPathfinder. He is also Partner and the Director of Wealth Management for Pinnacle Advisory Group, as well as a co-founder of the XY Planning Network and New Planner Recruiting, and publisher of the popular financial planning industry blog Nerd’s Eye View. Learn more about fpPathfinder at https://www.fppathfinder.com.