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Contenido proporcionado por Impact Communications, Inc. and Impact Communications. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente Impact Communications, Inc. and Impact Communications o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.player.fm/legal.
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Unlocking Meaningful Financial Conversations with Michael Lecours

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Manage episode 374968901 series 2892948
Contenido proporcionado por Impact Communications, Inc. and Impact Communications. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente Impact Communications, Inc. and Impact Communications o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.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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75 episodios

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Manage episode 374968901 series 2892948
Contenido proporcionado por Impact Communications, Inc. and Impact Communications. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente Impact Communications, Inc. and Impact Communications o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.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
  continue reading

75 episodios

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