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Unlocking Meaningful Financial Conversations with Michael Lecours
Manage episode 374968901 series 2892948
Indhold leveret af Impact Communications, Inc. and Impact Communications. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af Impact Communications, Inc. and Impact Communications eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.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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