NEW TOPIC BUNDLE: Ways To Add Value

As advisors, how can we provide measurable value to our clients? It's not as easy as showing clients their portfolio performance anymore. What if there were a simpler way to provide that value without reinventing the wheel?

Adam Van Deusen, CFP® of Kitces.com penned a detailed article tackling this concern. In response, fpPathfinder created a NEW Topic Bundle - Ways Advisors Can Add Value to help align advisors with the right guides and topics discussed in this article.

Want to learn more about using this Topic Bundle with clients? Check out our blog post, Ways Advisors Can Add Value (Beyond Portfolio Performance). Click here to download and save the fully-linked Topic Bundle PDF to use as inspiration for your content or client conversations!

PS: Deluxe and Premier members can create their own custom Topic Bundles with our Client Engagement Builder! Learn how by watching this demo.