The Right Guide For The Right Meeting

Make every client meeting more engaging with these curated guide pairings. Whether you’re meeting with a new prospect or preparing an annual review surge, these checklists help you educate clients, spark deeper planning conversations, and demonstrate your expertise beyond investment management.

📌 Discovery Meeting?

Use the Master List Of Goals Checklist to help clients clarify and prioritize their financial goals.

📌 Client Onboarding?

The New Client Review Checklist helps you showcase your value from day one by covering all the important planning topics in a clear, organized way.

📌 Review Season?

The Client Annual Review Checklist gives you a ready-to-use framework so you can walk into every meeting confident you won’t miss a key planning point.

Download these guides and use them to spark deeper conversations, educate clients on planning opportunities, and keep every meeting focused on the topics that matter most to them.

🎥 BONUS CONTENT: Watch this 30-minute Best Practice Webinar to learn how other advisors use fpPathfinder guides to spark deeper client conversations.

💡 Member Best Practices

✔️ Use The Guides As Client Touchpoints

Lean on the guides for recurring touchpoints to make sure you’re consistently delivering value and keeping clients engaged year-round.

✔️ Introduce The Guide With Ease

Use the complementary email starter copy to easily introduce the guides before meetings. This helps uncover planning opportunities early and sets the stage for more productive conversations.

✔️ Brand The Guides With Your Logo

Add branded versions of the guide to your marketing toolkit – post on your website, include them in your newsletter to show all the value you provide, or offer as lead magnets to attract new clients.