Modern Financial Advisor Podcast: Want To Offer Better Financial Advice To Your Clients? Start With Checklists And Flowcharts

Guest Michael Lecours, CFP®, explains how creating flowcharts transformed his financial advisory business and how sharing what he created with Michael Kitces led to their co-founding fpPathfinder. Today thousands of advisors use the company's flowcharts and checklists to ensure they deliver high quality advice in a timely manner.

Check the full episode here.