fpPathfinder

✨ Chart your path for 2025! Register now to learn how to implement a year-round engagement strategy. 📥 Get a head start with fpPathfinder's 2025 Client Service Calendar. 👉 Download now: https://buff.ly/4imbfzm

🎥 Are you considering implementing a Client Service Calendar in 2025? 📆 Join us for an exclusive Client Service Calendar workshop with advisor Michael C. Whitman, MBA, CFP® and fpPathfinder co-founder Michael Lecours, CFP® where we’ll dive into best practices for creating an efficient and effective Client Service Calendar. ✏️ What you'll learn: ✅Tips for staying organized and prioritizing key client milestones throughout the year. ✅ How a Client Service Calendar can streamline communication and strengthen client relationships. ✅ Real-world examples and expert advice from an advisor like you! REGISTER NOW 👉 https://buff.ly/4fO4sN0

fpPathfinder is excited to partner with The American College of Financial Services as a subject-matter expert for Knowledge Hub+! You can now access our College and CFP Board-approved CE session, "Navigating the TCJA Sunset Provisions," co-presented with fpPathfinder co-founder Michael Lecours, CFP®, in the platform. Learn more about Knowledge Hub+ at https://lnkd.in/g9N6mnHc! #knowledgehubplus #continuingeducation #TCJA

🚨 Join fpPathfinder at #AdviceTechLIVE! Our co-founder Michael Lecours, CFP® will be speaking Nov. 12 at 4PM ET to discuss how we are changing advice delivery for a better future. For more information, and to register for the free event, click here: https://buff.ly/3C3YPeA See you there!

🩺 As clients look to retire before age 65, navigating healthcare options can be complex and daunting. Join fpPathfinder and Move Health as they break down tools for guiding clients through healthcare options prior to Medicare eligibility. Discover strategies to identify the best solutions and learn how to incorporate fpPathfinder's comprehensive guides into these client conversations. Register Now 👉 https://buff.ly/4fdc2AA

🎥 Want to learn how to streamline client touchpoints? Watch and learn how advisor Michael C. Whitman, MBA, CFP® leans on fpPathfinder and Redtail Technology to save time while engaging with clients! — https://buff.ly/3YJFt7C

🚨 REGISTER NOW! Join us for a webinar showcasing the new Knowledge Integration between fpPathfinder and Moneytree Software! Learn how this integration streamlines your workflow, enhances advisor-client conversations, and helps you deliver more comprehensive, personalized planning. SAVE YOUR SEAT 👉 https://buff.ly/48j9379

🚨 NEW GUIDE! Quickly navigate the life insurance space and have more intelligent conversations with your clients about whether a particular life insurance policy aligns with their financial plan with the new Common Life Insurance Policies summary guide! Download it now 👉 https://buff.ly/4eMwkka

🙌 Stuck on client planning conversations this quarter? Advisors can lean on fpPathfinder's guides to help them go deeper and flag any emerging planning issues. Check it out 👇

As financial planning continues to evolve, tools like the Master List Of Goals checklist, backed by robust behavioral research, can help advisors provide even greater value to clients. Learn how in this blog post – https://buff.ly/3Yugfdn