Strengthening your Financial Planning Processes with Charts and Checklists

from Advisor Success Series · host 3D Asset Management, Inc.

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.

Episode metadata supplied by the publisher feed · Published Mar 20, 2019

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Strengthening your Financial Planning Processes with Charts and Checklists

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