Michael Lecours,CFP®

Financial Planner. I make flowcharts and checklists.

[Jay Coulter @sjaycoulter]

Advisors: Here are 3 major planning issues/opportunities for 4Q meetings:
➡ Flexible Spending Account Issues
➡ Inherited IRA Issues
➡ Loss Carry Forward Issues

🚩 @FpPathfinder makes it easy to discuss with their free guides in partnership with @resilientadvsr.

🔴 Download Your Free Guide for 4Q Planning Opportunities: https://t.co/XdDrrTAYY1

#financialplanning #abtouchpointsystem

[fpPathfinder @FpPathfinder]

🎥 Join fpPathfinder and Nitrogen as we welcome Meghaan Lurtz, Ph.D., FBS™ for a conversation on establishing trust between clients and advisors, and how trust can impact client-advisor outcomes.

REGISTER NOW – https://t.co/TtufQoDwb9

[Jay Coulter @sjaycoulter]

Grab your 3Q Planning Guide from @FpPathfinder & @resilientadvsr. https://t.co/R2i9LRYqbV

[Michael Lecours,CFP® @MichaelLecours]

@MeghaanL @AssetMapLLC @jlittlechild This article is awesome!

[fpPathfinder @FpPathfinder]

Join us for a webinar with @Holistiplan where we'll discuss the real-world applications of our new guide, the TCJA Sunset Provision Summary Guide, plus how to leverage the fpPathfinder and Holistiplan integration.

Register now & get the guide for free ➡️ https://t.co/XDf6SJNPxC

[FinancialAdvisor.TV @finadvisortv]

Why @sjaycoulter chose the 'Acres of Diamonds' story to demonstrate the power of @fpPathfinder and a robust client communication system. Learn more and grab the FREE resources: https://t.co/HK2KM5UdVr
▶️@MichaelLecours @resilientadvsr

[Michael Lecours,CFP® @MichaelLecours]

RT @sjaycoulter: Advisors: I will teach you how to build a simple system that ensures you are taking care of your clients leveraging my sys…

[fpPathfinder @FpPathfinder]

📣 Register for this webinar on 2/15 at 1pm Eastern with @MichaelLecours and @resilientadvsr @sjaycoulter. You'll learn how to build your custom client experience system and calendar! (The webinar will be recorded!)

➡️Sign Up Today: https://t.co/v29nUlAbX7

[Holistiplan @Holistiplan]

🎙️Live webinar TOMORROW!

Join us and @FpPathfinder tomorrow (1/17) at 12 PM CT as we explore how advisors can best utilize their tech stacks to streamline client conversations.

Register now, we'll see you then! https://t.co/lXFODe47sc

[Asset-Map @AssetMapLLC]

How do you think tech and approaches in 2024 will differ from today? 🤔

Check out what our CEO, H. Adam Holt, had to say in this article, where he collaborated with @DerekNHNotman of Couplr and @MichaelLecours of @FpPathfinder

Read the full article👇
https://t.co/zQGBRL6owU

[MichaelKitces @MichaelKitces]

Advisors have new technologies and approaches that support more proactive and dynamically engaging planning. Guest authors @MichaelLecours, H. Adam Holt, @DerekNHNotman share:
-Trends impacting the profession
-How advisors can embrace Financial Advice 3.0
https://t.co/oWzZ39zxPS

[Michael Lecours,CFP® @MichaelLecours]

@robertsofia @PeterAttiaMD You're very welcome.

[Nitrogen @NitrogenWealth]

Join us today at 2pm EST, as @NitrogenWealth & @FpPathfinder welcome Senior Research Associate at https://t.co/v16aaarsZj, @MeghaanL, Ph.D., as she explores client psychology & the impact questions have on client communications with @MichaelLecours. 🔗 https://t.co/fb126Cz805

[Michael Lecours,CFP® @MichaelLecours]

@MegBartelt That's right... I misspoke. Still very cool to see how that changes!

[Michael Lecours,CFP® @MichaelLecours]

@MegBartelt I loved this post! There were a lot of nuggets in here that got me to reframe my thinking. Reducing the 4% rule of thumb by .5% per decade or retirement past the first three was so cool to learn.

[fpPathfinder @FpPathfinder]

Check out co-founder (& advisor) @MichaelLecours as he joins the @AssetMapLLC Rethink podcast to discuss Financial Advice 3.0! Tune in🎙️

[Michael Lecours,CFP® @MichaelLecours]

@AssetMapLLC @FpPathfinder This was a great conversation! Thanks so much for having me on the podcast.

[Michael Lecours,CFP® @MichaelLecours]

@TheWhiteReport_ @white_danielle This was a great conversation. Thanks for having me on!

[Asset-Map @AssetMapLLC]

Last week InvestmentNews featured our CEO, H. Adam Holt, alongside @MichaelKitces and @MichaelLecours of @FpPathfinder, where they spoke about the value of advice engagement tools for advisors.

Check out the full article 👇
https://t.co/cUIxBJhV23

[fpPathfinder @FpPathfinder]

This is a "must-listen" 🎧 Tune in to co-founder @MichaelLecours chat with Tom Lamendola of @figmarketing!