fpPathfinder joins the ProAdvisorSuite!

FinMate AI launches Sentiment Analysis, Feb. Giveaway!, and some Upcoming Events

Author

Joe Moss
February 02, 2024

Welcome to the 12th Edition of ProAdvisorSuite News!

I know, it’s been a minute, but I’m back!

In case you can’t tell, I’m having fun. AdvisorTech, Marketing, Growth… it’s all the stuff I like.

So, let’s dig in.

fpPathfinder is our newest Vendor Partner!

Founded by the twin Michaels, fpPathfinder’s mission is to “Help Advisors Be More Diligent In Their Planning Process”

After a quick scroll of their website, you’ll see “checklist” and “flowchart” mentioned a lot.

Which reminds me of the book “The Checklist Manifesto” - about doctors and pilots and how checklists help them to avoid mistakes and missing things.

fpPathfinder offers all kinds of useful things:

  • The flowcharts and checklists they’re most well known for… but also

  • A client service calendar along with recommended templated emails and

  • Dynamic tools you can send to clients to help them through various planning scenarios

  • 100+ financial planning related guides

Check out how advisor Michael Whitman uses the Client Service Calendar to automate monthly communication to his clients:

So, fpPathfinder, welcome to ProAdvisorSuite! On behalf of our advisor community, we’re super glad to have you on board!

FinMate AI launches “Sentiment Analysis”

I’ll let founder Daniel Yoo explain:

“In line with our quest at FinMate AI to bring deeper understanding of client psyche and philosophy during client meetings for financial advisors, we've launched the beta for our Sentiment Analysis chart. It's linked to the transcript so you can review moments of high or low sentiment spikes! Feel free to run it on your previously run meetings and let us know how it feels to use.”

Super cool, Daniel and FinMate AI! I’m eager to see this on our next demo together.

February Giveaway!

Slightly different spin on this one - instead of awarding our Skool community Leaderboard…

I’ve run some numbers…

And this month’s giveaway will go to the 10 people who attended 2 or more of our webinars so far!

“Yes, I’ve got ALL the stats!”

So CONGRATS to our February winners!

  1. Nancy Jacobson

  2. Francisco Gonzalez

  3. Phil Putney

  4. John DiBenedetto

  5. Shannon Thies

  6. Andy Tapparo

  7. Alan Smith

  8. Masa Yamazaki

  9. Gabriel Kaplan

  10. Jay Richardson

This month’s giveaway is…

Lastly, Upcoming Events:

We have lots of great webinars planned for February (click the links to register or attend):

You can also see them here on the community calendar.

That’s all for today, folks! Hope you have a great afternoon.

Warmly,

Joe

Our Vendor Partners

  • PreciseFP - Client Data Gathering - 2023 Kitces Market Leader

  • NEW!! fpPathfinder - Advice Engagement - 2023 Kitces Rising Star

  • NEW!! Presults - Communications Archiving

  • Conneqtor - Education & Resources on running a virtual firm

  • Advisor Core by YourStake - Fast Proposal Generation

  • Asset-Map - Financial Planning

  • OnBord - Digital Onboarding

  • FinMate AI - AI Notetaking Assistant for Financial Advisors

  • Bento Engine - Advice Engagement

  • Elements - Sales Enablement / Advice Engagement - 2023 Kitces Rising Star

These are recommended tech, but not included in the 10% discounts:

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