 In this episode, we welcome Michael Lecours, CFP and Co-Founder of fpPathfinder. Can checklists and guides really create deeper understanding and streamline the advisor/client financial planning process? When they are detailed, technical and constantly updated - the answer is clear. We get deep into the details - and the theory behind it - that explain the demand.     

The Advisor Lab by CION

Episode 120: Optimizing Your Practice and Upgrading Your Process

The Financial Advisor landscape is changing in a big way and Advisors need to find new ways to gain and retain clients. Hosted by Derek Schwartz of CION Investments, the Advisor Lab is meant to help Financial Advisors gain insight and inspiration from successful thought leaders across fields and industries. We’re helping Advisors get out of their own head by providing strategic & tactical advice from others who've built successful businesses through innovative marketing and communications. New episode dropping every two weeks. Look for us on iTunes, Spotify, or wherever you get your podcasts.

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The Advisor Lab by CION