EOY Planning Email - (Created in partnership with fpPathfinder)

The end of the year is your final opportunity to make sure your clients are tax efficient and buttoned up for the year.

We’ve partnered with the fine folks at fpPathfinder to create this simple email to get clients on your schedule and have those final conversations of the year.

This email can also be sent to your prospects as a gentle reminder of the value you offer in this critical planning time.

To make these conversations as easy for you as possible, fpPathfinder is offering their “What Issues Should I Consider Before The End Of The Year?” checklist free for your use. Check it out here!

About fpPathfinder

fpPathfinder provides checklists, flowcharts, and summary guides that facilitate more diligent communication between advisors and their clients about financial planning topics. The fpPathfinder team undertakes continuous guide creation, fact-checking, and updating to be the go-to destination for advisors who want to show up as diligent for their clients.

Want to learn more about the power of diligent conversations to power your client experience?

Sign up today for a live demo and the fpPathfinder team will answer all of your questions on the spot!  

IMPORTANT! This email has not been reviewed by FINRA.