Pathfinder Advisor

Gain insight, fresh ideas and an amazing array of fully customizable tools and resources on Pathfinder Advisor – our membership-based resource center, for advisors and teams looking for help on a self-serve basis.

Pathfinder Advisor helps you define your ideal practice, assess where you are right now, and then it provides all the resources you need to get from here to there.

Organized into five key components:

  1. Purpose – define your vision, your ideal client, your core beliefs and your mission/value
  2. Clients – create or enhance your overall client experience – your planning/advice process and your service standards.
  3. Support – everything you need to support that great client experience – team development, roles & responsibilities, policies & procedures, office environment and technology
  4. Planning – assess your existing business and develop your roadmap (including strategies and action plans) to your ideal business.
  5. Growth – clearly describe your marketing messaging, including key differentiators, and then develop the strategies you need to get that message to your ideal prospective clients.

Pathfinder Advisor includes over 50 topics with videos, presentations, and more than 200 fully-customizable checklists, templates, agendas, letters, scripts, etc., to help you build your ideal business.

We offer two membership levels:

Member – providing access to all site resources along with a monthly newsletter to help maximize the value you receive and alert you to new content –  

  • Yearly —   $299.00/year
  • Monthly — $29.00/month

Premium Member – providing all-site access & monthly newsletter PLUS a quarterly one-on-one hour-long phone consultation with one of our coaches to provide guidance and accountability

  • $99 per month

Ready to get started? Sign-up here!