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Hosted by 3D/L Financial Group, LLC. we bring you innovative ideas from investment experts and practice and business management leaders.  Check back often to hear from fellow financial advisors talk about what is working for them; service providers describing best of breed technology, product and practice solutions; as well as, economists, portfolio managers, analysts and investment product specialists from all ends of the industry spectrum, from mega global managers to small but innovative boutique firms.

 

Mar 20, 2019

On this episode, Matt Shute is joined by Mike Lecours the co-founder of fpPathfinder. fpPathfinder creates checklists and flowcharts to help advisors be more diligent in the planning process. He is also a financial advisor and planner. 

Check him out here: https://www.fppathfinder.com/ 

As an added bonus, Mike sent over a couple of samples Here and Here.