Best Idea Show - Mike Lecours, fpPathfinder - Were Seeing More Advisors Start To Build This Into A Core Part Of Their Business | #261

Published: Oct. 30, 2020, 5 p.m.

b'In episode 261, we welcome our guest, Mike Lecours, co-founder of fpPathfinder, a firm developing flowcharts and checklists specifically to help advisors navigate complex financial planning questions to be more diligent in their planning processes.\\nWe\\u2019re covering Mike\\u2019s best idea: Checklists for financial advisors. Financial planning is no walk in the park. The rules that guide the advice planners\\u2019 offer their clients are always changing. We walk through the value that checklists can add for advisors. Not only can they help answer questions in a thorough, diligent manner, but they stand to offer efficiency gains as well. We get into how advisors are putting them to work, and sometimes even leaning on them to demonstrate what the process and path of advice might look like.\\nAs the conversation winds down we talk about evolving the resources into a digital solution to make the tools even more user friendly and integrated into the advisor workflow.\\nPlease enjoy this special \\u201cBest Ideas\\u201d episode with fpPathfinder\\u2019s Mike Lecours.\\nLearn more about your ad choices. Visit megaphone.fm/adchoices'