Michael Lecours,CFP® @MichaelLecours

Financial Planner. I make flowcharts and checklists. fpPathfinder.com West Hartford, CT Joined May 2013

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530
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Jay Coulter @sjaycoulter

2 years ago

Advisors: Here are 3 major planning issues/opportunities for 4Q meetings: ➡ Flexible Spending Account Issues ➡ Inherited IRA Issues ➡ Loss Carry Forward Issues 🚩 @FpPathfinder makes it easy to discuss with their free guides in partnership with @resilientadvsr. 🔴 Download Your Free Guide for 4Q Planning Opportunities: resilientadvisor.com/fppathfinder #financialplanning #abtouchpointsystem

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fpPathfinder @FpPathfinder

2 years ago

🎥 Join fpPathfinder and Nitrogen as we welcome Meghaan Lurtz, Ph.D., FBS™ for a conversation on establishing trust between clients and advisors, and how trust can impact client-advisor outcomes. REGISTER NOW – buff.ly/3XJrRbW

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Jay Coulter @sjaycoulter

2 years ago

Grab your 3Q Planning Guide from @FpPathfinder & @resilientadvsr. resilientadvisor.com/fppathfinder

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Michael Lecours,CFP® @MichaelLecours

2 years ago

@MeghaanL @AssetMapLLC @jlittlechild This article is awesome!

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fpPathfinder @FpPathfinder

2 years ago

Join us for a webinar with @Holistiplan where we'll discuss the real-world applications of our new guide, the TCJA Sunset Provision Summary Guide, plus how to leverage the fpPathfinder and Holistiplan integration. Register now & get the guide for free ➡️ buff.ly/3UkOule

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FinancialAdvisor.TV @finadvisortv

2 years ago

Why @sjaycoulter chose the 'Acres of Diamonds' story to demonstrate the power of @fpPathfinder and a robust client communication system. Learn more and grab the FREE resources: resilientadvisor.com/fppathfinder ▶️@MichaelLecours @resilientadvsr

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57 years ago

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fpPathfinder @FpPathfinder

2 years ago

📣 Register for this webinar on 2/15 at 1pm Eastern with @MichaelLecours and @resilientadvsr @sjaycoulter. You'll learn how to build your custom client experience system and calendar! (The webinar will be recorded!) ➡️Sign Up Today: bit.ly/ClientServiceS…

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Holistiplan @Holistiplan

3 years ago

🎙️Live webinar TOMORROW! Join us and @FpPathfinder tomorrow (1/17) at 12 PM CT as we explore how advisors can best utilize their tech stacks to streamline client conversations. Register now, we'll see you then! hubs.la/Q02gGhlN0

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Asset-Map @AssetMapLLC

3 years ago

How do you think tech and approaches in 2024 will differ from today? 🤔 Check out what our CEO, H. Adam Holt, had to say in this article, where he collaborated with @DerekNHNotman of Couplr and @MichaelLecours of @FpPathfinder Read the full article👇 bit.ly/3TVCFSW

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MichaelKitces @MichaelKitces

3 years ago

Advisors have new technologies and approaches that support more proactive and dynamically engaging planning. Guest authors @MichaelLecours, H. Adam Holt, @DerekNHNotman share: -Trends impacting the profession -How advisors can embrace Financial Advice 3.0 bit.ly/3R7kXtx

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Michael Lecours,CFP® @MichaelLecours

3 years ago

@robertsofia @PeterAttiaMD You're very welcome.

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Nitrogen @NitrogenWealth

3 years ago

Join us today at 2pm EST, as @NitrogenWealth & @FpPathfinder welcome Senior Research Associate at Kitces.com, @MeghaanL, Ph.D., as she explores client psychology & the impact questions have on client communications with @MichaelLecours. 🔗 buff.ly/418bHZy

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Michael Lecours,CFP® @MichaelLecours

3 years ago

@MegBartelt That's right... I misspoke. Still very cool to see how that changes!

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Michael Lecours,CFP® @MichaelLecours

3 years ago

@MegBartelt I loved this post! There were a lot of nuggets in here that got me to reframe my thinking. Reducing the 4% rule of thumb by .5% per decade or retirement past the first three was so cool to learn.

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fpPathfinder @FpPathfinder

3 years ago

Check out co-founder (& advisor) @MichaelLecours as he joins the @AssetMapLLC Rethink podcast to discuss Financial Advice 3.0! Tune in🎙️

Asset-Map @AssetMapLLC

3 years ago

Are financial advisors unknowingly committing malpractice? Join Adam and Derek, as they chat with special guest Michael Lecours, a fellow advisor and co-founder of @FpPathfinder to learn about what they're calling Financial Advice 3.0! bit.ly/3Yw2s4f

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Michael Lecours,CFP® @MichaelLecours

3 years ago

@AssetMapLLC @FpPathfinder This was a great conversation! Thanks so much for having me on the podcast.

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Michael Lecours,CFP® @MichaelLecours

3 years ago

@TheWhiteReport_ @white_danielle This was a great conversation. Thanks for having me on!

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Asset-Map @AssetMapLLC

3 years ago

Last week InvestmentNews featured our CEO, H. Adam Holt, alongside @MichaelKitces and @MichaelLecours of @FpPathfinder, where they spoke about the value of advice engagement tools for advisors. Check out the full article 👇 bit.ly/3Q34yqc

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fpPathfinder @FpPathfinder

3 years ago

This is a "must-listen" 🎧 Tune in to co-founder @MichaelLecours chat with Tom Lamendola of @figmarketing!

Financial Independence Group @figmarketing

3 years ago

In ep. 103, @FpPathfinder's Michael Lecours shares how you can tap into their resources and business optimization tools that revolutionize practice management. 🎙️ Get the full episode on your podcast platform or find it here: bit.ly/RIO-Pod