))
Unlocking Meaningful Financial Conversations with Michael Lecours
Manage episode 374968901 series 2892948
Content provided by Impact Communications, Inc. and Impact Communications. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Impact Communications, Inc. and Impact Communications or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.
In this Swift Chat, Marie Swift of Impact Communications, Inc. speaks with Michael Lecours, CFP®, Co-Founder of fpPathfinder, a company that helps financial advisors become more efficient, innovative and systematized by quickly solving planning problems and questions from clients using fpPathfinder's checklists and flowcharts. Michael shares the journey that led him to develop this unique concept of using checklists and flowcharts to drive impactful conversations and uncover planning opportunities, born out of a desire to streamline complex financial discussions. Michael also shares an upcoming webinar discussing the Master List of Goals, developed in collaboration with Morningstar researchers, that revolutionizes client-advisor interactions. Learn more and register for webinar here: Expanding Opportunities: Mastering Client Goal Setting for Financial Success [September 26, 2023 at 1:00 pm CT] Learn more about Michael and fpPathfinder at www.fpPathfinder.com
…
continue reading
74 episoade
Distribuie
