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Providing Value for Your Clients with Mike Lecours of fpPathfinder
Manage episode 366862524 series 2852587
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Welcome back to the Retirement Inside Out podcast! In today's episode, we have the pleasure of having Mike Lecours, CFP®, co-founder of fpPathfinder, join us. fpPathfinder is an incredible resource for financial professionals, offering a wide range of tools and resources, including checklists, flowcharts, and optimized client and prospect meetings. With over 4000 financial professionals benefiting from this remarkable technology, Mike is here to share how it has revolutionized practice management.
This innovative FinTech and efficiency system has quickly become a game-changer, enabling advisors to reclaim their time and focus on meaningful client interactions. We're thrilled to delve deeper into the world of fpPathfinder and explore how it brings efficiency and strategic value to the financial sector. So stay tuned for an enlightening conversation with Mike as we discuss the utilization of these tools, the implementation of personalized and engaging content as an advisor, client retention strategies, and much more.
Here’s some of what we’ll discuss in this episode:
- How fpPathfinder got started and what kind of resources it provides. (1:46)
- How does an advisor use these tools in their business? (5:57)
- Providing value for prospective and existing clients. (11:26)
- What’s in the future for fpPathfinder? (13:38)
- Client retention through personalized, engaging content and feedback. (17:07)
Learn more about Mike:
https://www.linkedin.com/in/michaellecours
Learn About FIG: https://www.figmarketing.com
800-527-1155
125 episodes
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