How To Optimize Your Practice with Checklists and Flowcharts with Michael Lecours of fpPathfinder
Resilient Advisor
00:00
Using Checklists and Flowcharts for Modular Planning
Exploring a favorite use case for the FP Pathfinder program, the chapter discusses how integrating the program's checklist and flow charts into an advisor's modular planning approach can bring benefits. An example of a successful modular planning approach, where an advisor sends out four targeted emails to clients each year, is shared, highlighting the support provided by FP Pathfinder.
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