Strengthening your Financial Planning Processes with Charts and Checklists

Advisor Success Series
20/03/2019 26 min Temporada 2 Episodio 7
Strengthening your Financial Planning Processes with Charts and Checklists

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Episode Synopsis

On this episode, Matt Shute is joined by Mike Lecours the co-founder of fpPathfinder. fpPathfinder creates checklists and flowcharts to help advisors be more diligent in the planning process. He is also a financial advisor and planner.  Check him out here: https://www.fppathfinder.com/  As an added bonus, Mike sent over a couple of samples Here and Here.   

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