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
关于我们
fpPathfinder helps advisors become more efficient, innovative and systematized in their firms. Quickly solve planning problems and questions from clients using our checklists and flowcharts. Curious about fpPathfinder? Check out this video: https://www.youtube.com/watch?v=QYrcrplUMO8&feature=youtu.be
- 网站
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https://fppathfinder.com
fpPathfinder的外部链接
- 所属行业
- 金融服务
- 规模
- 2-10 人
- 总部
- Farmington
- 类型
- 私人持股
地点
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主要
获取路线
US，Farmington
fpPathfinder员工
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Michael Kitces
Chief Financial Planning Nerd
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Stacia Waren, MBA, CXS?, FPQP?, aPHR?
Results-Driven Customer Advocate | Constant Learner | Collaborator | Customer Experience Specialist (CXS)
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Michael Lecours, CFP?
Financial Advisor and Co-Founder of fpPathfinder
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Eren Franco
Marketing Manager at fpPathfinder
动态
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?? 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!
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?? 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
Thrilled that Move Health gets to Join fpPathfinder for a session on - "Navigating The Pre-65 Healthcare Landscape" Event happens live on November 7th at 1pm CST/2pm EST. We have 300+ already registered. Further proving that health insurance is a key "pain point" for advisors and they need an expert resource to help their clients navigate healthcare planning. So glad that Drew Shockley, CMIP? is joining Chris Granger, CFP?, ChFC?, CLU? for this important discussion! Registration link in the comments! Move Health is the premier healthcare planning solution utilized by forward-thinking advisors and their clients across the country. Want to learn more? advisors.movehealth.io
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?? 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
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?? 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
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?? 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
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?? 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 ??
Investment Strategist & Consultant to RIAs & Performance Focused Financial Advisors | Podcast Host: Resilient Advisor & Investment Insights
Advisors: Here are 3 major planning issues/opportunities for 4Q meetings according to Michael Lecours, CFP?: ? Flexible Spending Account Issues ? Inherited IRA Issues ? Loss Carry Forward Issues ?? fpPathfinder makes it easy to discuss with their free guides in partnership with Resilient Advisor. ?? Download Your Free Guide for 4Q Planning Opportunities: https://lnkd.in/eRsm4HXc #financialplanning #abtouchpointsystem
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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
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Great insights from James E. Carlson, CDAA on leveraging tech to enhance his practice! His journey shows how tools like RightCapital and fpPathfinder streamline operations and deliver personalized service, even as a solo advisor!
Advisors launching RIA firms find themselves rewarded with independence and the autonomy to make their own decisions. This independence, however, is often accompanied by an array of challenges stemming from the responsibility of overseeing all facets of their businesses. In order to keep James E. Carlson, CDAA's processes buttoned up without them bogging him down, he makes use of automations and workflows within his tech stack. He uses a technology-forward onboarding process to take clients from signing an agreement to beginning the planning process. Read more in our latest advisor success story: https://lnkd.in/extVdz-W
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?? Navigate the Medicare maze with confidence. Access fpPathfinder's Medicare related checklists and flowcharts today! - https://buff.ly/4eDe9gz
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