In this special collection of The White Report recorded live in the Myriad Advisor Solutions Podcast Station at the 2023 T3 Technology Tools for Today Advisor Conference, host Danielle White interviews leaders in business and finance as they share trends in the world of finance as well as their own experiences and insights.
In this episode of The White Report, CEO Danielle White speaks with Michael Lecours, the co-founder of fpPathfinder, a firm dedicated to empowering financial advisors to have more effective conversations with their clients by providing guides, checklists, and flowcharts for financial planning topics.
Advice Engagement is vital to a financial firm’s success and Lecours discusses the importance of this emerging trend in the industry, emphasizing the need to bridge the gap between delivering information and engaging clients.
The final insight Lecours shares on launching a business is to start small and build. After all, every oak was once an acorn.
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