Listen Now: Enhancing Advisor Efficiency with Mike Lecours, CFP®
Tune in for a conversation between fpPathfinder co-founder Mike Lecours, CFP®, and Craig Iskowitz, founder of Ezra Group Consulting on the WealthTech Today podcast. Hear from Mike how fpPathfinder guides and tools are designed with advisors in mind to help streamline processes and become more efficient planners.
Topics covered include:
✅ Pain Points In Advisor Workflows
✅ Providing Consistency In Advice
✅ How To Scale Financial Advice