Webinar Replay: Delivering an Unparalleled Client Experience Using Checklists and Flowcharts

In this webinar recording, hear how facilitating more diligent, actionable planning conversations optimizes the advisor-client relationship.

Two fintech CEOs, Michael Lecours of fpPathfinder and Adam Holt of Asset-Map, along with advisors Don Hilario and Jason Hamilton, also walk through real-life scenarios showing how to incorporate visual aids like flowcharts and checklists into client conversations to further your relationships.

They also:

• Interview Don Hilario and Jason Hamilton on the solutions they're using to scale their ability to deliver advice in a more profound way

• Share how to efficiently build and execute client presentations and other helpful deliverables

• Show the Asset-Map and fpPathfinder Stencil that helps bridge the gap between analyzing a client's household and providing actionable steps to help clients find financial peace of mind