Michael Lecours

Michael Lecours, a financial advisor and co-founder of fpPathfinder, shares his expertise on making the invisible value of financial planning more tangible. He discusses innovative strategies like using client journey maps and insights from marketing that highlight the emotional connections clients seek. Drawing parallels with a dental practice designed for anxious patients, he emphasizes understanding deeper motivations. Lecours also explores how effective communication can enhance client engagement and trust in the crowded finance sector.

In this podcast, Michael Lecours discusses simplifying financial planning concepts, engaging clients through check-ins, and segmenting clients effectively. Advisors learn to use interactive checklists to gather client information digitally before meetings and maintain relationships. The episode emphasizes delivering financial plans effectively and motivating clients to follow through on recommendations.

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.