Tackling the Spectrum of Client Engagement with Michael Lecours

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

Related: Serving the Ecosystem of Financial Services with David Goldman