Congratulations on taking the first step in having more diligent client conversations. We recommend that you complete this onboarding tutorial before you jump into the Member Section.
If you have any questions, please feel free to email us at [email protected].
Welcome Aboard!
Account Set-up
Step of
Get your settings configured before exploring our database.
Tailor Your Experience
Tell us what you are looking for so we can help enhance your experience as a member
You Need to add some questions for your environment
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Your free flowchart will be delivered to the email used for your newsletter.
Why Choose Premier Membership?
Access to Interactive Checklists, which can be tailored to the client or prospect
CRM integrations that enable systematized processes
Create Custom Client Deliverables
How Advisors Use Premier Membership
Premier members find immense value in the efficiency and the flexibility fpPathfinder introduces to their practices.
Plan next-steps with automatically organized planning opportunities and prioritized tasks.
Send an interactive checklist to your client before a meeting to uncover planning issues so the meeting is more productive and no surprises come up during the meeting.
Tailor the individual client experience by adding or excluding checklist questions that do not apply.
EXCLUSIVE FEATURE #1
Interactive checklists make it easier and faster to help clients.
Digitally complete checklists and add notes. Send complete checklists to your CRM or Copy Text and paste the information where you need it to go.
Email a custom link to your clients to complete a checklist which can go directly to your CRM or back to you via email.
Use client information you already have to generate a customized report that illustrates your work and confirms for your client that you're on top of important matters.
Scale your ability to generate customized deliverables for several clients at once with a template for uploading clients' data and creating individualized reports.
Don't take our word for it! Read what our members -- your peers -- have to say about being Premier fpPathfinder Members.
"Our firm had been looking for something like this for so many years. A standardized checklist or flowchart of important issues to consider, and a way to integrate the responses into our system. When we stumbled across your service, I couldn't have signed up any quicker. We now use the checklists to conduct monthly webinars about the all of the important topics."
– An Advisor in Texas
I love the new "share a link" feature. This has made it much easier to send flowcharts and checklists to our clients. Thanks for the add!
– An Advisor in Texas
"I think it’s the bees knees! I think it provides me and my clients the most value of any of the services we use at my firm."
– An Advisor in Kentucky
30 Day Hassle-Free Guarantee
We guarantee fpPathfinder will help you identify more planning opportunites, have more engaged clients, and a more efficient business. If for any reason you're not 100% satisfied at any time in the first 30 days, email us at [email protected] and we will refund your membership.
All we ask in return is you do not use the one-click download function to download all the resources and then ask for a refund.
Sign up for our newsletter and receive a free flowchart!
Your free flowchart will be delivered to the email used for your newsletter.
Tailor the client experience and streamline data gathering with Interactive Checklists
Upgrade to Premier for access to Interactive Checklists & integrate with your CRM today. We currently integrated with Redtail, Wealthbox, Salesforce Financial Cloud Services, and XLR8.
Upgrade to Deluxe for Single Report Access or Premier Membership for full access. Premier Members can unlock the capability to scale your client communications with the CSV upload that generates client-specific PDFs. View a Demo here.