Author Archive | Susan Kornegay

Great Visual Reminders: What’s Their Vision?

A key target market for many advisors today is the pre-retiree. That’s not surprising, given that advisors are always looking for “money in motion,” and as more and more early baby boomers are hitting retirement age (with the rest right behind them), the opportunity is big! But with such a big opportunity, there is a LOT of competition. If you’re like many advisors, you ask the right questions to determine their expected income needs, pop the information into whatever financial planning or forecasting tool you have, run the Monte Carlo […]

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Great Visual Reminders: Meeting Summaries

This month marks the FOURTH anniversary of Pathfinder! If you are, or have been, one of our many clients, thank you for being part of our story. It didn’t take long to realize that if we were going to help financial advisors become more consistent as they serve their clients, then we would have to develop some systems to serve ours. One of the first systems we implemented was an email sent to every client after every meeting or call. The subject line always says, “Recap of [month/day] and next […]

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