Pathfinder

Helping financial advisors define and build their ideal practice.

[Pathfinder @PathfinderAdv]

We honor our heroes who gave their lives for our freedom.

[Pathfinder @PathfinderAdv]

Happy New Year from all of us at Pathfinder Advisor!

[Pathfinder @PathfinderAdv]

When was the last time you had a truly excellent experience interacting with a company? Maybe it was with a service provider such as an attorney ⚖ or hair stylist 💇‍♀️💇‍♂️. Or maybe it was when you purchased a cup of coffee from your favorite coffee shop. ☕
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[Pathfinder @PathfinderAdv]

Spring training has begun! All across America, hope springs eternal in the hearts of baseball fans. For financial advisors and planners, your clients are also looking to you to know what to expect. How have you prepared them for your journey together?
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[Pathfinder @PathfinderAdv]

How should you consider someone who is non-ideal? Three options to consider:
#financialadvisors #financialplanners
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[Pathfinder @PathfinderAdv]

Being intentional about whom you can and cannot serve is critical.
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[Pathfinder @PathfinderAdv]

Having a clear definition of your ideal client allows you to make wise decisions about how you spend your time. Wouldn’t you rather focus on serving clients who need, want and value what you do?
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[Pathfinder @PathfinderAdv]

Your ideal client definition should include both quantitative and qualitative factors. While there may be plenty of wonderful people who need, want and value what you do, not all of them will be profitable.
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[Pathfinder @PathfinderAdv]

Now that we’ve finally turned the page on 2020, why not leverage what you’ve learned by planning a Welcome 2021 webinar event for your clients and prospective clients?

We've an outline you can use along with tips to use before, during and after the event.
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[Pathfinder @PathfinderAdv]

Our January 2021 newsletter will be out this week! Sign up for yours here! https://t.co/QeTuyv5Ojr

[Pathfinder @PathfinderAdv]

As Charles E. Hummel wrote, “Your greatest danger is letting the urgent things crowd out the important.”
#financialadvisors #financialplanners
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[Pathfinder @PathfinderAdv]

Merry Christmas from all of us at Pathfinder!

[Pathfinder @PathfinderAdv]

It’s been said that “A goal without a plan is just a wish.” As you get ready to close the door on 2020 and start fresh in 2021, you are probably thinking about your goals (or perhaps you’ve been told to set some goals).
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[Pathfinder @PathfinderAdv]

Did you know that they just raised the official height of Mt. Everest? They climbed to the top and used GPS! Advisors and planners, how do you assess where you are with your practice?
#financialplanners #financialadvisors
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[Pathfinder @PathfinderAdv]

Happy Hanukkah to all of you who are celebrating The Festival of Lights!

[Pathfinder @PathfinderAdv]

Whenever we begin working with a new financial advisor client, one of the first questions we ask is: “Knowing what you know now, if you could wipe the slate clean and start over again with a brand new practice, what would it look like?”
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