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Unlocking Meaningful Financial Conversations with Michael Lecours
Manage episode 374968901 series 2892948
Вміст надано Impact Communications, Inc. and Impact Communications. Весь вміст подкастів, включаючи епізоди, графіку та описи подкастів, завантажується та надається безпосередньо компанією Impact Communications, Inc. and Impact Communications або його партнером по платформі подкастів. Якщо ви вважаєте, що хтось використовує ваш захищений авторським правом твір без вашого дозволу, ви можете виконати процедуру, описану тут https://uk.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
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