Want to create an interactive transcript for this episode?
Podcast: The Meb Faber Show - Better Investing
Episode: #261 - Best Idea Show - Mike Lecours, fpPathfinder - We’re Seeing More Advisors Start To Build This Into A Core Part Of Their Business
Description: In episode 261, we welcome our guest, Mike Lecours, co-founder of fpPathfinder, a firm developing flowcharts and checklists specifically to help advisors navigate complex financial planning questions to be more diligent in their planning processes.We’re covering Mike’s best idea: Checklists for financial advisors. Financial planning is no walk in the park. The rules that guide the advice planners’ offer their clients are always changing. We walk through the value that checklists can add for advisors. Not only can they help answer questions in a thorough, diligent manner, but they stand to offer efficiency gains as well...