Best Idea Show - Mike Lecours, fpPathfinder - We’re Seeing More Advisors Start To Build This Into A Core Part Of Their Business | #261

The Meb Faber Show - Better Investing

The Idea Farm

Business, Investing, Management

4.7 • 938 Ratings

🗓️ 30 October 2020

⏱️ 37 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

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. We get into how advisors are putting them to work, and sometimes even leaning on them to demonstrate what the process and path of advice might look like. As the conversation winds down we talk about evolving the resources into a digital solution to make the tools even more user friendly and integrated into the advisor workflow. Please enjoy this special “Best Ideas” episode with fpPathfinder’s Mike Lecours. Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	Welcome to the Mepp Faber Show, where the focus is on helping you grow and preserve your wealth.
0:11.0	Join us as we discuss the craft of investing and
0:13.5	uncover new and profitable ideas all to help you grow wealthier and wiser.
0:17.3	Better investing starts here.
0:18.8	Meck Faber is the co-founder and chief investment officer at Cambria Investment Management.
0:23.4	Did it industry regulations, he will not discuss any of Cambria's funds on this podcast.
0:27.2	All opinions expressed by podcast participants are solely their own opinions and do not reflect the opinion of
0:31.2	Cambria Investment Management or its affiliates.
0:33.4	For more information, visit Cambria Investments.com.
0:39.6	Hello friends.
0:40.6	Today we have another installment of our Best Ideas series.
0:45.0	Our guest is a co-founder of FP Pathfinder, a firm developing flow charts and
0:49.4	checklists specifically to help advisors navigate complex financial planning questions.
0:54.9	In today's episode, we're covering our guest's best idea, checklists for financial advisors.
1:00.0	Financial planning is no walk in the park, The rules that guide the advice planners offer their clients
1:05.3	are always changing. We walk through the value that checklist can add for advisors. Not only can they help
1:10.3	answer questions in a thorough diligent manner, but they stand to offer efficiency
1:13.8	gains as well.
1:15.1	We get into how advisors are putting them to work, and sometimes even leaning on them to demonstrate
1:19.2	what the process and path of advice might look like.
1:22.0	As the conversation winds down, we talk about the evolving
1:24.2	the resources into a digital solution to make the tools even more user-friendly and integrated into the
	...

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