Why Jay Coulter 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: resilientadvisor.com/fppathfinder ▶️Michael Lecours,CFP® Resilient Advisor

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Thank you to Asset-Map , Julie Littlechild , and Michael Lecours,CFP® ... Work from all of you inspired this article!

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🎥 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 – buff.ly/3XJrRbW

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 Resilient Advisor. 🔴 Download