Himalaya: Listen. Learn. Grow.

4.8K Ratings
Open In App
title

The Meb Faber Show

Meb Faber

Followers
Plays
The Meb Faber Show
35 min3 w ago
Play Episode
Comments
title

Details

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.

We’re covering Mike’s best idea: Checklists for financial advisors. Financial planning is no walk in the park. The rules that guide the advice planners’ 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.

As 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.

Please enjoy this special “Best Ideas” episode with fpPathfinder’s Mike Lecours.