Modern Financial Advisor Podcast: Want To Offer Better Financial Advice To Your Clients? Start With Checklists And Flowcharts
Guest Michael Lecours, CFP® explains how creating flowcharts transformed his financial advisory business. And how sharing what he created with Michael Kitces led their co-founding fpPathfinder. Today thousands of advisors use the company's flowcharts and checklists to ensure they are delivering the highest quality advice in a timely manner.
Check the full episode here