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How To Optimize Your Practice with Checklists and Flowcharts with Michael Lecours of fpPathfinder (EP241) 0

Feb 10, 2023

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.

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How Can Financial Advisors Better Communicate with Clients? (EP240) 0

Jan 31, 2023

How can Financial Advisors better communicate with clients? The team at YCharts recently conducted a survey that yielded some very interesting results. Connor Kitko joins Jay Coulter for this episode of Resilient Advisor to share their findings.

Download a copy of the report by visiting go.ycharts.com/clientcomms.

Sponsored by The Independence Incubator and Resilient Advisor Coaching