Know your clients in a deep and personal way. Our pathways help you stay ahead of your client’s needs and stay the course as life ebbs and flows.
Better Client Outcomes
Engage your clients in a deeper way
Build a repeatable and scalable practice
33+ years of experience in Financial Technology and Wealth Management and Financial Planning.
As a long-time wealth manager and financial planner, Robert V (Bob) Bolen can testify knowing clients at a deep and personal level is difficult and time consuming. As well, trying to keep clients on course as life ebbs and flows was the bane of his existence. He wanted a solution that addressed both elements and is why he built Touchstone Pathway.
Bob is a Certified Financial Planner Practitioner ®, a Chartered Financial Analyst, a Certified Financial Transitionist® and a Certified Financial Behavior Specialist®.
Touchstone Pathway is headquartered in Franklin, TN
Touchstone Pathway is more than two-dozen detailed discovery interviews in a box. The surveys seem to help clients self-assess where they are and where they want to be in a much more precise way than the anecdotal discovery process possibly could.”
We’re happy Touchstone Pathway users! It’s fabulous for any information you want to collect in a digital way. What Bob has created is super customizable – by design. We appreciate your work”
The Touchstone Pathway system allows us to get to understand and know our clients at a much deeper level, even without in person meetings. Knowing our clients Goals and Beliefs AND THE REASON OR BACKGROUND for both has allowed us to progress to Life Planning first before Financial Planning begins.”
What’s in Touchstone Pathway?
What’s in it for me?
Know your clients effortlessly on a deep and personal level. Our survey templates uncover client Values, Priorities, Issues, Opportunities, Goals, Motivations and Strategies for goal attainment, transitions, and more. Use the surveys as is, edit them, or start your own from scratch.
Prepare for client meetings in minutes, not hours. Build a repeatable and scalable practice without adding overhead.
By understanding your client’s goals, motivations and strategies and being able to readily show them their prior decisions, clients are much more likely to stay on course as their lives ebb and flow. Add differentiating value to your practice.
Better Client Input ~ Better Client Outcomes
Try it for free for 30 days.
No Contracts Ever
If you are not satisfied, just cancel at any time. But let us know how we can improve and we’ll work hard to make this service the best digital client discovery and decision support platform ever.