Mike Lecours's guest appearances

Mike Lecours

The Meb Faber Show

Elementality for Financial Advisors | Elements of Financial Planning System™

Retirement Inside Out with Tom Lamendola

Elon Musk

Michael Mauboussin

Chris Cole

Paul Merriman

Ken Fisher

Carter Malloy

Mark Yusko

Michael Gayed

Rick Rule

Bryan Taylor

Zach Coelius

Andrew Patterson

Kevin Kelly

Jonathan Hsu

Ron Lieber

OwlTail

  Welcome back to the Retirement Inside Out podcast! In today's episode, we have the pleasure of having Mike Lecours, CFP®, co-founder of fpPathfinder, join us. fpPathfinder is an incredible resource for financial professionals, offering a wide range of tools and resources, including checklists, flowcharts, and optimized client and prospect meetings.   With over 4000 financial professionals benefiting from this remarkable technology, Mike is here to share how it has revolutionized practice management.     This innovative FinTech and efficiency system has quickly become a game-changer, enabling advisors to reclaim their time and focus on meaningful client interactions. We're thrilled to delve deeper into the world of fpPathfinder and explore how it brings efficiency and strategic value to the financial sector. So stay tuned for an enlightening conversation with Mike as we discuss the utilization of these tools, the implementation of personalized and engaging content as an advisor, client retention strategies, and much more.    Here’s some of what we’ll discuss in this episode:      How fpPathfinder got started and what kind of resources it provides. (1:46)  How does an advisor use these tools in their business? (5:57)  Providing value for prospective and existing clients. (11:26)     What’s in the future for fpPathfinder? (13:38)  Client retention through personalized, engaging content and feedback. (17:07)    Learn more about Mike:    https://www.linkedin.com/in/michaellecours    Learn About FIG: https://www.figmarketing.com   800-527-1155

Welcome back to the Retirement Inside Out podcast! In today's episode, we have the pleasure of having Mike Lecours, CFP®, co-founder of <a href="https://www.fppathfinder.com/about-us/" rel="nofollow" target="_blank">fpPathfinder</a>, join us. fpPathfinder is an incredible resource for financial professionals, offering a wide range of tools and resources, including checklists, flowcharts, and optimized client and prospect meetings. With over 4000 financial professionals benefiting from this remarkable technology, Mike is here to share how it has revolutionized practice management. This innovative FinTech and efficiency system has quickly become a game-changer, enabling advisors to reclaim their time and focus on meaningful client interactions. We're thrilled to delve deeper into the world of fpPathfinder and explore how it brings efficiency and strategic value to the financial sector. So stay tuned for an enlightening conversation with Mike as we discuss the utilization of these tools, the implementation of personalized and engaging content as an advisor, client retention strategies, and much more. Here’s some of what we’ll discuss in this episode:   <ul> <li> How fpPathfinder got started and what kind of resources it provides. (1:46)</li> <li> How does an advisor use these tools in their business? (5:57)</li> <li> Providing value for prospective and existing clients. (11:26)   </li> <li> What’s in the future for fpPathfinder? (13:38)</li> <li> Client retention through personalized, engaging content and feedback. (17:07)</li> </ul> Learn more about Mike:  <a href="https://www.linkedin.com/in/michaellecours" rel="nofollow" target="_blank"> https://www.linkedin.com/in/michaellecours</a> Learn About FIG: <a href="https://www.figmarketing.com/" rel="nofollow" target="_blank">https://www.figmarketing.com</a> 800-527-1155

Providing Value for Your Clients with Mike Lecours of fpPathfinder

Uncovering client money worries by asking the right objective questions is never easy. It’s why many advisors rely on fpPathfinder's checklists and flowcharts to help ensure planning opportunities are never missed.  On this Elementality, Abby talks with Mike Lecours, co-founder of fpPathfinder, about how diligent advisors build long-term client trust.

Uncovering client money worries by asking the right objective questions is never easy. It’s why many advisors rely on fpPathfinder's checklists and flowcharts to help ensure planning opportunities are never missed. On this Elementality, Abby talks with Mike Lecours, co-founder of fpPathfinder, about how diligent advisors build long-term client trust.

How to Build Client Trust With Mike Lecours

In episode 261, we welcome our guest, Mike Lecours, co-founder of fpPathfinder, a firm developing flowcharts and checklists specifically to help advisors navigate complex financial planning questions to be more diligent in their planning processes. We’re covering Mike’s best idea: Checklists for financial advisors. Financial planning is no walk in the park. The rules that guide the advice planners’ offer their clients are always changing. We walk through the value that checklists can add for advisors. Not only can they help answer questions in a thorough, diligent manner, but they stand to offer efficiency gains as well. We get into how advisors are putting them to work, and sometimes even leaning on them to demonstrate what the process and path of advice might look like. As the conversation winds down we talk about evolving the resources into a digital solution to make the tools even more user friendly and integrated into the advisor workflow. Please enjoy this special “Best Ideas” episode with fpPathfinder’s Mike Lecours.

In episode 261, we welcome our guest, Mike Lecours, co-founder of fpPathfinder, a firm developing flowcharts and checklists specifically to help advisors navigate complex financial planning questions to be more diligent in their planning processes. We’re covering Mike’s best idea: Checklists for financial advisors. Financial planning is no walk in the park. The rules that guide the advice planners’ offer their clients are always changing. We walk through the value that checklists can add for advisors. Not only can they help answer questions in a thorough, diligent manner, but they stand to offer efficiency gains as well. We get into how advisors are putting them to work, and sometimes even leaning on them to demonstrate what the process and path of advice might look like. As the conversation winds down we talk about evolving the resources into a digital solution to make the tools even more user friendly and integrated into the advisor workflow. Please enjoy this special “Best Ideas” episode with fpPathfinder’s Mike Lecours.

#261 - Best Idea Show - Mike Lecours, fpPathfinder - We’re Seeing More Advisors Start To Build This Into A Core Part Of Their Business