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How To Optimize Your Practice with Checklists and Flowcharts with Michael Lecours of fpPathfinder
Manage episode 355047191 series 3219348
In this episode you will learn how flowcharts and checklists can help Financial Advisors navigate complex financial planning questions. The three major benefits of leveraging these tools include providing consistent advice, marketing and client engagement and systematizing your client communication. For this episode, Jay Coulter interviews Michael Lecours who is a Financial Advisor and Co-founder of fpPathfinder, a company he started with Michael Kitces.
Learn more about fpPathfinder by visiting https://www.fppathfinder.com.
THIS SHOW IS SPONSORED BY RESILIENT ADVISOR COACHING: Without simple systems, your business will always be in a state of chaos…after implementing the Resilient Advisor framework you will become hyper-focused, clear on your value, confident in your ability to grow and free to build your ideal life.
LEARN MORE BY VISITING: https://www.resilientadvisor.com
Follow Financial Advisor TV™ on Social:
YouTube: https://www.youtube.com/c/FinancialAdvisorTV
Twitter: https://twitter.com/finadvisortv
Facebook: https://www.facebook.com/financialadvisortv
LinkedIn: https://www.linkedin.com/company/financialadvisortv
Instagram: https://www.instagram.com/financialadvisortv
Learn more about Financial Advisor TV™: http://www.financialadvisor.tv
© Resilient Advisor, LLC. All Rights Reserved
253 episodes
Manage episode 355047191 series 3219348
In this episode you will learn how flowcharts and checklists can help Financial Advisors navigate complex financial planning questions. The three major benefits of leveraging these tools include providing consistent advice, marketing and client engagement and systematizing your client communication. For this episode, Jay Coulter interviews Michael Lecours who is a Financial Advisor and Co-founder of fpPathfinder, a company he started with Michael Kitces.
Learn more about fpPathfinder by visiting https://www.fppathfinder.com.
THIS SHOW IS SPONSORED BY RESILIENT ADVISOR COACHING: Without simple systems, your business will always be in a state of chaos…after implementing the Resilient Advisor framework you will become hyper-focused, clear on your value, confident in your ability to grow and free to build your ideal life.
LEARN MORE BY VISITING: https://www.resilientadvisor.com
Follow Financial Advisor TV™ on Social:
YouTube: https://www.youtube.com/c/FinancialAdvisorTV
Twitter: https://twitter.com/finadvisortv
Facebook: https://www.facebook.com/financialadvisortv
LinkedIn: https://www.linkedin.com/company/financialadvisortv
Instagram: https://www.instagram.com/financialadvisortv
Learn more about Financial Advisor TV™: http://www.financialadvisor.tv
© Resilient Advisor, LLC. All Rights Reserved
253 episodes
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