Run the client journey the TruPath way.
One platform for the FNA, the presentation decks, training, the CRM and booking. AI reads every recorded call for what happened, the objections and the next step, and the roadmap scores eight retirement risks from every FNA.
Access is by invitation from TruPath Wealth. There is no signup.
Roadmap signals
Routes for the next meeting: long-term care, market, sequence.
Call intelligence
Meeting 1, 38 min- Outcome
- Second meeting booked
- Sentiment
- Positive
- Objections
- Pension timing, spouse not on the call
- Next step
- FNA 2 on Thursday
What happened. Walked through the pension estimate and the current accounts. Spouse to join the second meeting before any decision.
What the platform does
The FNA, start to finish
Collect the financial needs analysis in a guided form that saves as you go. Present the Classic deck or the STRS Roadmap, and book the second meeting from the last slide.
AI that keeps score
Recorded calls are read by AI for what happened, the objections raised, the outcome and the next step, then rolled up into call intelligence for the team. Eight retirement risks, from market exposure to legislative risk, are scored from the FNA and shown on the roadmap dashboard.
- Outcome
- Second meeting booked
- Sentiment
- Positive
- Objections
- Pension timing, spouse not on the call
- Next step
- FNA 2 on Thursday
Training that unlocks the work
Tracks, lessons and graded tests built from the TruPath method. A gate opens lead access once a strategist has passed the test and a live FNA sign-off.
- FNA track complete
- STRS test passed
- Live FNA sign-off
One team, one pipeline
The CRM, the booking funnel, working hours and the team calendar in one place. Follow-up reminders and one-tap call outcomes keep the pipeline honest.
About TruPath Wealth
TruPath Wealth is a financial advisory firm serving W-2 employees and people approaching retirement, with a specialty in pension planning for Ohio's public-sector employees, including STRS Ohio teachers. Its strategists follow one method from the first conversation to the plan, and this platform is where that method lives.
Already on the team?
New strategists receive their invitation from TruPath Wealth by email. There is no public signup, and access cannot be requested here.