Resilient Advisor How To Optimize Your Practice with Checklists and Flowcharts with Michael Lecours of fpPathfinder
Feb 10, 2023
In this episode, Michael Lecours, a Financial Advisor and Co-founder of fpPathfinder, discusses the benefits of using flowcharts and checklists for financial planning. He highlights how these tools provide consistent advice, improve marketing and client engagement, and systematize client communication. The podcast explores the evolution of advisory practices, the process of formalizing checklists and flowcharts, and various use cases for optimizing practices and modular planning.
Chapters
Transcript
Episode notes
1 2 3 4 5
Introduction
00:00 • 2min
The Evolution of the Advisory Practice and Changing Client Needs
02:29 • 2min
The Process of Formalizing Checklists and Flowcharts
04:15 • 8min
Checklists and Flowcharts: Optimizing Practices
12:43 • 11min
Using Checklists and Flowcharts for Modular Planning
23:28 • 2min