Providing Value for Your Clients with Mike Lecours of fpPathfinder

Listen To The Episode

Retirement Inside Out with Tom Lamendola

Here’s some of what we’ll discuss in this episode:

How fpPathfinder got started and what kind of resources it provides. (1:46)
How does an advisor use these tools in their business? (5:57)
Providing value for prospective and existing clients. (11:26)
What’s in the future for fpPathfinder? (13:38)
Client retention through personalized, engaging content and feedback. (17:07)