In this Swift Chat, Marie Swift of Impact
Communications, Inc. speaks with Michael Lecours
, CFP®, Co-Founder
, a company that helps financial
advisors become more efficient, innovative and systematized by
quickly solving planning problems and questions from clients using
fpPathfinder's checklists and flowcharts.
Michael shares the journey that led him to
develop this unique concept of using checklists and flowcharts to
drive impactful conversations and uncover planning opportunities,
born out of a desire to streamline complex financial discussions.
Michael also shares an upcoming webinar discussing the Master List
of Goals, developed in collaboration with Morningstar researchers,
that revolutionizes client-advisor interactions.
Learn more and register for webinar
Opportunities: Mastering Client Goal Setting for Financial Success
September 26, 2023 at 1:00 pm CT]
Learn more about Michael and fpPathfinder at www.fpPathfinder.com