Michael Lecours is.the Co-Founder of fpPathfinder, an effective tool for advisors to be more diligent in their planning process.

Live from our fall Advisorpedia Podcast Pop-Up in New York City, Doug and Michael discuss the innovative tools fpPathfinder has created for advisors to meet the needs and cater to the variability of their clientele.

They also discussed:

• The origin of fpPathfinder and how the idea was launched
  
• How fpPathfinder assists advisors in client engagement
  
• The planning opportunities fpPathfinder’s interactive checklists and flowcharts uncovers
  
• The trends being seen in the advisory tech landscape and how fpPathfinder is evolving to meet more of advisor’s needs 
  
• How fpPathfinder is enhancing the advisors ability to deliver a personal and memorable, client experience
  

Resources: 

fpPathfinder