Bitcoin groundbreakers share personal stories of how Bitcoin is changing lives for the better. Host Mauricio Di Bartolomeo, co-founder and CSO of Ledn, speaks with leading Bitcoin voices, entrepreneurs, and human rights advocates to hear their unique journey and practical real-world examples of how Bitcoin has made a positive impact in their lives. Brought to you by Ledn, a leading financial services company built for Bitcoin & digital assets. Ledn offers a suite of lending, saving and tradi ...
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How To Optimize Your Practice with Checklists and Flowcharts with Michael Lecours of fpPathfinder
Manage episode 355047191 series 3219348
Content provided by Jay Coulter. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Jay Coulter or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
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.
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LEARN MORE BY VISITING: https://www.resilientadvisor.com
Follow Financial Advisor TV™ on Social:
YouTube: https://www.youtube.com/c/FinancialAdvisorTV
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Facebook: https://www.facebook.com/financialadvisortv
LinkedIn: https://www.linkedin.com/company/financialadvisortv
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Learn more about Financial Advisor TV™: http://www.financialadvisor.tv
© Resilient Advisor, LLC. All Rights Reserved
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Manage episode 355047191 series 3219348
Content provided by Jay Coulter. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Jay Coulter or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
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
251 episodes
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Similar to The Resilient Advisor
Bitcoin groundbreakers share personal stories of how Bitcoin is changing lives for the better. Host Mauricio Di Bartolomeo, co-founder and CSO of Ledn, speaks with leading Bitcoin voices, entrepreneurs, and human rights advocates to hear their unique journey and practical real-world examples of how Bitcoin has made a positive impact in their lives. Brought to you by Ledn, a leading financial services company built for Bitcoin & digital assets. Ledn offers a suite of lending, saving and tradi ...
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continue reading
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